SyteLine 8.03 Admin Guide

Infor SyteLine
System Administration Guide

Copyright 2012 Infor
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Publication Information
Release: Infor SyteLine 8.03.10
Publication date: July 1, 2014
Contents
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Additional Infor SyteLine Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Developer-Level Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
System Requirements and Prerequisite Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Contacting Infor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Planning Your Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Signing Up for Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Chapter 1 System Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Application Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Forms Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Objects Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
DMZ Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
End-User, Click Once, or Admin Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Classic View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Intelligent Data Objects (IDOs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Windows Terminal Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Chapter 2 Infor Framework TaskMan and Background Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Setup During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Setup After Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Configuring Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Defining Report/TaskMan Settings on the Intranets Form . . . . . . . . . . . . . . . . . . . . . . . . . .21
Setting up the Utility Server to Send E-mail Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Infor SyteLine - System Administration Guide | 3

Contents
Defining Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Defining Excluded Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Creating Background Task Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Running Stored Procedures, Executables, and IDO Methods Using Infor Framework TaskMan 25
Stored Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Executables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
IDO Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Managing Background Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Scheduling Reports and Utilities to Run in the Background . . . . . . . . . . . . . . . . . . . . . . . . . .28
Checking Which Background Tasks Are Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Viewing Background Tasks That Have Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Using Store and Get Options with Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Store Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Get Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Options Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Infor Framework TaskMan Substitution Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Running TaskMan in Debug Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Enabling Debug Mode On the Process Defaults Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Enabling Debug Mode By Restarting the Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
TaskMan Debug Mode Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Checking Infor Framework TaskMan Events in the Event Log. . . . . . . . . . . . . . . . . . . . . . . . . . .43
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
TaskMan Does Not Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Changes to Intranets Form Settings Are Ignored . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Background Task Runs But Has No History Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Labels Not Replaced with String Table Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
The Transport Failed to Connect to the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Event Messages from TaskMan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Using SQL Profiler to Trace TaskMan Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Stored Procedures Used for Performance Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Chapter 3 License Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Types of Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
License Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Session Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
License Management Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
4 | Infor SyteLine - System Administration Guide

Contents
Apply a License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Post License Application Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Multi-Session Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Licensed Modules Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
User Modules Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Multiple Logins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
.Recover Locked Tokens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Chapter 4 Multi-Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Chapter 5 Authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

Object Authorizations For User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Object Authorization for Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Create a Super User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Assign a User to a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Assign a User to a Primary Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
View Group Authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Edit Authorizations for a User in a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Forms Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Change Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Copy User Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Group Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Chapter 6 Recovering After a System Crash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201

Crash Recovery Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201
Unlock Locked Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202
Unlock Locked Journals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203
Recover Locked Tokens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204
Chapter 7 Setting up an Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Process Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205
Audit Log Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206
Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Contents
Chapter 8 Improving Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209
SQL Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .210
Unneeded Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211
Purge or Compress Unneeded Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211
Examine Table Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211
Filter Inactive Records in Data Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213
SQL Server Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213
Statistical Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213
Update Statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214
Fragmentation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214
Defragment Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215
Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .217
User Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218
Reduce the Number of Rows Returned in Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218
Reduce the Scope of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218
Replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218
Locking and Blocking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218
Monitor Blocking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .219
Save Each Modified Row in a Separate Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .219
Set the Collection Read Mode (Transaction Isolation Level) . . . . . . . . . . . . . . . . . . . . . . . .220
Prevent Locking of the Journal Table During Mass Journal Posting . . . . . . . . . . . . . . . . . .220
Prevent Blocking of Other Processes When Rolling Current Costs to Standard Costs . . . .221
Prevent Deadlocks on the Item Table During Certain Operations . . . . . . . . . . . . . . . . . . . .221
Avoid Long Delays from Deadlocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221
Windows Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221
SQL Server Stored Procedures and Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221
Print Barcode Reports in PDF Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222
Troubleshoot Timeout Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222
Chapter 9 Populating An Empty Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225
Chapter 10 Database Name Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229
Chapter 11 Recommended Patch Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .231

Sign In Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233
Runtime Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233
From the Form menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233

Contents
From the View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234

Window menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234
Grid views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234
Non-supported items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234
Form Component Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235
UserControl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235
WinStudio Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236
Event Handler Response Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236
Opening a Second Session in Internet Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236
Other Non-Supported Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
Doc-Trak Disabled Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
SytePlan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
Forecasting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
Workbench Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
FS-Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238
The Lake Companies Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239
RSVP Products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240
Single Source Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .242
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Contents

About This Guide
The System Administration Guide contains background or supplemental information to answer

questions you may encounter as you manage and maintain SyteLine. SyteLine offers you, as System
Administrator, considerable power to manage the system and its users in accordance with good
business practices and company policy.
This manual is intended as a reference. For instructions on how to install the SyteLine system, see
the Infor SyteLine Installation Guide. For information about using the SyteLine system, see the
SyteLine online help. Consult this manual when you have questions about SyteLine design or
architecture.
Additional Infor SyteLine Documentation

The most current version of all documentation is available on the Infor support web pages (see
Contacting Infor Support" below).
Online Help
SyteLine online help gives you instant access to procedures and information about forms and fields.
You can access Help from SyteLine forms, from other topics within Help, or from the search (index)
function. Select Help > Contents and Index from the SyteLine title bar to open the Help, or use the
F1 key to get help on any form or field.
Developer-Level Help
To access the help for developers, select Help > Customizing Forms.

About This Guide
System Requirements and Prerequisite Knowledge

For the most up-to-date list of software and hardware requirements for Infor products, see the Guide
to Technology. This document also lists typical system administration tasks you should be familiar
with before attempting to install and administer Infor products.
Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal at http://
www.infor.com/inforxtreme.
If we update this document after the product release, we will post the new version on this Web site.
We recommend that you check this Web site periodically for updated documentation.
If you have comments about Infor documentation, contact documentation@infor.com.
Scheduling an Installation
To schedule a SyteLine installation, contact your customer sales representative or district service
manager.
Planning Your Communication

To make sure the correct analyst is assigned to your case and to expedite the resolution of your
questions, please have the following information available when you call us:
Your company name and phone number
SyteLine version release and point release
Database software version and release, if applicable
Platform or environment (Example: Windows 2008)
Functional area (Examples: Production, Administration, etc.)
What you were doing (Example: Printing a report)
What type of data you were accessing or trying to access (Example: Customer data)
If you received an error message, the full message text and error number
If you are calling back on an existing case, the case number

About This Guide
Signing Up for Support

If you are not currently on support and would like more information on your support options, please
call your customer account representative. If you are not sure who your account representative is,
contact Infor Customer Service.

About This Guide

Chapter 1: System Architecture
1
This chapter provides an overview of the SyteLine architecture and tells you where specific pieces of
the system are located.
Below is a diagram of the architecture.
Note: The above diagram applies to environments with multiple web servers. In environments with
just one web server (the utility server typically serves as a web server), only "Web Server x" would be
used.
SQL Server
Microsoft SQL Server is responsible for things such as:

System Architecture
Maintaining the relationships between data in the database

Ensuring that data is stored correctly and that the rules defining data relationships are not violated
Managing data and user security
Optimizing server function performance
Recovering all data to a point of known consistency in case of system failures.
SQL Server is primarily responsible for managing databases that interact with enterprise business
systems. Some of the components that make up these databases are:
Tables
Views
Stored Procedures
Triggers
Constraints
Indexes
Keys
User Defined Data Types.
Application Database
The application database is one of the three main databases (the forms database and the objects
database are the others) that comprise the back-end of SyteLine. The application database holds
all of the application data for SyteLine, such as customer, item, customer order, etc. It is made up of
hundreds of tables, stored procedures, triggers, user defined data types, and indexes. This
information is stored on the database server.
Forms Database
The forms database holds all of the information about each form in SyteLine. This information is
stored on the database server.

System Architecture
For example, in the Items form shown below, components such as text boxes, labels, tabs, radio
groups, buttons, and all of the associated properties (such as size, color, validation, events) are kept
in the forms database in a multitude of tables.
Objects Database
The objects database stores the IDO metadata.
DMZ Server
The use of a DMZ server is optional.
On the DMZ server, the IDO Request Service and WSWebClient web applications are installed on a
machine without the full utility server components (IDORuntime, TaskMan, etc). You would choose to

System Architecture
set up a DMZ server if you do not want to expose your utility server directly to the internet and do not
want to place a load balancer or other hardware between the utility server and the internet.
Clients
The client is where the user interacts with the application data and can customize forms.
End-User, Click Once, or Admin Client

Clients connect to the utility server.
Web Client
The diagram below shows how data flows to and from the UI and the server-side user control
assembly. The green elements represent the content that you, as a developer, are responsible for
creating. This diagram shows the user control UI content coming from a different server than where
the web client is deployed, but it may also be deployed to the same server.

System Architecture
Classic View
When you run the web client, it has a default appearance. If you would like to view the interface in the
SyteLine classic view, add /classic.aspx to the end of the standard Web Client URL in the browser.
This view persists until you end the session.
Intelligent Data Objects (IDOs)

Intelligent Data Objects are one of the key pieces of technology that bring the client layer and the data
layer together. They are components of code that represent associated units of information and logic
that are called from the client layer and interact with the data on the database.
Within the systems architecture, the client application never talks directly to the database. The client
forms communicate to the Application Database through a middle-layer in which it calls an IDO to do
the querying, saving or changing of data. Each form has an associated IDO behind the scenes to
work with the application database.
Windows Terminal Server

The optional Terminal Server is a multi-user Windows application server. Terminal Server supports
enterprise wide application deployment using a thin client architecture. It gives multiple users access
to the system through an emulation interface between the server and a network client.
Terminal Server is a multi-user Windows operating system. Once a connection is made between
Terminal Server and the client, all processing is performed by the server. The client acts as a remote
picture tube and keyboard/mouse.
In many companies, clients cannot access applications across the WAN or through dial-up, because
of cost, administration, and performance problems. If your SyteLine servers are in a remote location,
this might be a problem. You could use Terminal Server instead. Terminal Server is kept at the
central site, so its administration is handled centrally. Performance is improved because network
traffic consists of screen shots, keyboard strokes, and mouse movements.
Note: Special consideration should be taken when installing to Terminal Server or Citrix Metaframe to
ensure the SyteLine client will be available to all users. Please contact your Terminal Server
administrator for assistance.

System Architecture

Chapter 2: Infor Framework TaskMan and
Background Tasks 2
This chapter describes the Infor Framework TaskMan: how it works, how to set it up after installation,
how to control tasks and reports from within SyteLine forms, and how to troubleshoot problems with
task management, report previews, or printing.
Overview
TaskMan (which is different from the Windows Task Manager) is a Windows service that:
Polls the application database
Executes SQL stored procedures
Launches applications such as EDI, MRP, and APS
Processes and generates reports (for more information about TaskMan specific to reports, see
the Creating and Customizing Reports guide)
Runs IDO methods
Polling the Application Database

TaskMan polls the application database to identify new tasks to run. It uses the polling interval defined
on the Intranets form. On startup it connects to the application database.
When a task is found that is waiting to be run, the task information (including executable, type of task
parameters, and user name) is queried and the appropriate processing is performed.
Executing SQL Stored Procedures

For a SQL stored procedure, the TaskMan launches a database process thread. The database
process then connects to the application database. It logs in as the SyteLine user who submitted the
task. The stored procedure is then executed using the process connection.

Infor Framework TaskMan and Background Tasks
Launching Applications
TaskMan launches a system process to execute any valid Windows application such as EDI
(EDIImporter.EXE) and the SyteLine Scheduler (AIM_BATS.EXE), enabling the application to carry
out its processing. The application is executed under the user account used by the Infor SyteLine
TaskMan service.
Setup During Installation

TaskMan is installed and configured as part of the SyteLine installation. We recommend that you
install TaskMan on the utility server. Much of the TaskMan setup is done behind the scenes. For more
information, see the Infor SyteLine Installation Guide.
The installation process:
Installs TaskMan on the utility server, which places the RunReport.exe program, the TaskMan.exe
program, and other necessary files in the correct installation folder.
Sets up the following subfolders within the installationFolder\Report folder:
Errors - Errors generated during report processing are written to this directory, under
subfolders that match the IDs of the users who submitted the reports (for example,
\Report\Errors\johsmi).
OutputFiles - The finished report output files are written to this folder, under subfolders
that match the IDs of the users who submitted the reports. File extensions such as .DOC
or .HTM indicate the format of the report.
ParmFiles - This folder contains XML files containing report parameter information.
These files are written to this directory, under subfolders that match the IDs of the users
who submitted the reports (for example, Report\ParmFiles\johsmi).
Reports - All report definitions (.rdl files) are placed here.
Error and output file names include the site name and task number, using the format
taskname_site_tasknumber. If TaskMan is configured to run with two or more databases that have
the same site specification (for example, test and production databases) and name clashes occur,
a single digit is appended to the file name to eliminate the clash. For example:
APWirePostingReport_OH_150844_2.
Creates TaskMan as a Windows service on the utility server, set for automatic startup. If you enter
a service logon ID and password during the TaskMan configuration part of the installation, that
domain user ID and password are used to determine the Windows user account that controls the
service.
After installation is complete, you can also set the service logon ID and password from the
Services dialog box. To do this, select Start > Settings > Control Panel > Administrative Tools
> Services.
Determines which Strings table in the Forms database to use when displaying report form labels.
This is a language-dependent setting that appears in the Sites/Entities form.
Note: In applications other than SyteLine, the Sites/Entities form is called the Sites form.

The Service Configuation Manager utility also allows you to configure additional OLE databases for
monitoring by TaskMan. You can use this utility later by selecting Start > Programs > Infor > Setup >
Server Service Configuration. Online help is available.
Setup After Installation

Before users can print or preview reports, or run other tasks as background processes, you need to
perform the following setup tasks.
Configure a printer on the utility server
Define Report/TaskMan settings on the Intranets form
Define e-mail addresses if required
Define report options
Define any excluded tasks
Configuring Printers
1 Log in to the server where TaskMan is installed (usually the utility server) using the same system
administrator account that you used to install and run the Infor Framework TaskMan service.
2 Configure a default printer for the server, plus any other printers that you want TaskMan to print
to. Printers must be configured using their UNC name (\\PrintServer\PrinterName).
Defining Report/TaskMan Settings on the Intranets Form

The Intranets form has a Reports/Taskman tab whose fields are used to set default values for
TaskMan and for displaying or printing reports. You can leave most of these fields blank and accept
the default values, but you must enter a TaskMan path for report previews. Some of these values can
also be overridden on other forms. For more information, see the online help.
TaskMan Path - The path to the folder containing the TaskMan utility.
Report URL - The path to the folder or internet area where output files should be placed.
Polling Interval - The interval at which TaskMan queries the databases to see if tasks are waiting
to run.
Maximum Concurrent Tasks - The maximum number of tasks that TaskMan can run
simultaneously.
Max Report Tasks - The maximum number of report tasks that TaskMan can process
simultaneously.
Send E-mail Notification - Enables e-mail notification for all users when reports are printed. For
additional requirements, see Setting up the Utility Server to Send E-mail Notifications."

Default output and preview formats - The default format used when creating reports or
previews.
For information about the other fields and options on this tab, see the online help for the Intranets
form.
Setting up the Utility Server to Send E-mail Notifications

Configure the system by entering information into these fields on the Intranets form:
Server
Server Port
From Email
Authentication
User Name
Password
Delivery Method
Enable SSL
Pickup Directory
Enabling E-mail Attachments

To enable e-mail attachments:
1 Open the Intranets form.
2 Select the desired site.
3 On the Reports/TaskMan tab, make sure that the Send Email Notification field is selected.
Activating E-mail Notifications

For each report designed to send e-mail notifications, perform these tasks:
1 Open the Report Options form.
2 For each report that will send e-mail notifications, select Yes in the E-mail Notification field.
Note: Depending on how you have organized your report options, you might have to create new
records for the reports that will use e-mail notifications.
Entering User E-mail Addresses

To enter e-mail addresses for users:
1 Open the Users form.

2 For each user who is to receive e-mail report notification, ensure that a valid e-mail address has
been entered.
Defining Report Options

You can set these options for specific users and specific reports in the Report Options form:
User - The user ID (if any) to which these report options apply.
Task Name - The name of the task (if any) to which these options apply.
Output Format - The format to use for report outputs for this user/task.
This option overrides the format entered in the Intranets form.
Printer Name - The name of the printer to use when the designated user submits the specified
report. This printer must be defined as a network printer and must be configured on the server
where TaskMan is installed. Also, the user ID set up as the owner of the TaskMan service must
have print privileges for each printer defined here.
E-mail Notification - Indicates whether an e-mail notification is sent to this user when this report
is processed and generated.
For additional requirements, see Setting up the Utility Server to Send E-mail Notifications on
page 22.
Attach Report - Indicates whether the report is attached to the e-mail (assuming that E-mail
Notification is set to Yes).
For more information on these and other fields on the Report Options form, see the online help for
that form.
Defining Excluded Tasks

If there are tasks which should not run at the same time in your system:
1 From the Background Task Definitions form, select a task and then click Excluded Tasks.
2 On the Excluded Tasks form, define the tasks that should not run at the same time as this task
you are defining.
Creating Background Task Definitions

Note: It is necessary to create a background task only for your company's custom forms and reports.
Background task definitions are already set up where needed for standard SyteLine forms, and those
background task definitions are listed on the Background Task Definitions form. For more detail
about defining background tasks, see the online help.

Use the Background Task Definitions form to create a record that identifies the background task to
TaskMan.
Every report and every utility or activity that can be run as a background process must be listed in the
Background Task Definitions form.
Background tasks must meet these requirements:
The task name should match the form name to make it easier to identify.
Stored procedures must be written in SQL and reside in your SQL application database. Utility
and activity forms generally use the Executable Type SP (stored procedure).
Executable programs must reside in a directory available to the directory where TaskMan resides.
Reports are processed and generated using the Microsoft SQL Server Reporting Service (SSRS).
The report output file must be placed in the Reports folder on the same utility server where
TaskMan is installed. Although the report uses a stored procedure or IDO, its Executable Type
must be set to RPT.
Note: Crystal Reports is no longer used as the default report-generating engine. Crystal Reports
2008 and prior versions are still supported for backward compatibility with any custom reports you
might have in your system, but SSRS is now the default engine. For information on using Crystal
Reports, see the documentation that came with your earlier version of SyteLine and your Crystal
Reports documentation.
To create a background task definition:
1 Create a new record on the Background Task Definitions form.
2 Specify a task name (for example, RunCustomerOrderReport) and, optionally, a description.
3 Specify an executable:
For a report - Specify the name of the report (for example, CustomerOrder) in the Executable
Name field and the type of executable (RPT) in the Executable Type field. You must also
specify in the Report Type field whether it is a SQL Server Reporting Services (SSRS) or
Crystal Reports (CR) report.
For a stored procedure - Specify the procedure name in the Executable Name field and
select SP in the Executable Type field.
For an executable program - Specify the program name and path in the Executable Name
field and select EXE in the Executable Type field.
For an IDO - Specify the name in the Executable Name field and select IDOMTH in the
Executable Type field.
4 Click the buttons on the form to specify any report options or excluded tasks.
5 Save the record.
Your new background task can be called from any form as an event handler.

Running Stored Procedures, Executables, and IDO

Methods Using Infor Framework TaskMan
In addition to running reports, you can use TaskMan to run stored procedures, executables, or IDO
methods. For information on using TaskMan to run reports, see Creating and Customizing Reports.
Stored Procedures
TaskMan can execute stored procedures directly, without going through the IDO layer. To do this,
TaskMan bundles the stored procedure in a transaction.
The following example shows the steps to set up a stored procedure that runs through TaskMan from
a form:
1 Use the Background Task Definition form to set up a record of type SP with the name of the
stored procedure as the task name.
For example, create a task called AddProcessErrorLogSp, of type SP.
2 Add a button to a form. Name the button TestSP and assign sTest as the caption.
This button will be used to run the stored procedure.
3 On the Components property sheet for the button, create an event named RunSp:
a. Click the Events button (appears as a yellow lightning bolt on the Component properties
sheet).
b. Click Primary, and then click the associated ellipses (...) button.
c. In the Event Handlers dialog box, click New.
d. In the Event Handler Properties dialog box, set these values:
Event - RunSP
Description - Enter an optional description or leave blank.
Type - Run Background Task
e. For the parameters:
Click Parms, and then click the ellipses (...) button.
In the Event Handler Parms dialog box, for the Error Message, specify
mBackendMessage.
For the Success Message, specify sSubmitted.
Click Type Specific Parameters.
In the Edit Background Task Name and Parms dialog box, for the Task Name, specify
AddProcessErrorLogSp.
For the Task Parms, specify BG~TASKID~,FV(TestMessage).
The FV keyword tells Infor SyteLine to enclose the value of TestMessage in single quotes. The
BG~TASKID~ substitution keyword is replaced at run time with the task number.

For a complete list of keywords, see Infor Framework TaskMan Substitution Keywords on
page 31.
f. Click OK repeatedly until you return to the form.
g. Verify that RunSP is the primary event for the TestSP button.
h. Save the form.
4 Add an Edit box to the form with a variable called TestMessage as the data source.
5 Save the form.
6 Enter a message in the TestMessage edit box, and submit the task.
The system should display a message box that says: Submitted.
7 Open the Background Task History form. When the task completes, the test message should
show up in the event log.
Executables
TaskMan can also be used to execute a command string as an operating system command shell.
TaskMan takes the executable name from a Background Task Definitions record, appends the
parameters from the SyteLine form, and attempts to execute the line.
The following example shows the steps to set up an executable that runs through TaskMan from a
form:
1 Create a file called DeletePreviewFiles.cmd in your TaskMan folder. The text of this file should
be as follows:
FOR /D %%D IN ("taskman_dir\Report\OutputFiles\*") DO del /Q "%%D\Preview\*"
where taskman_dir is replaced by the name of your TaskMan folder.
2 Set up a Background Task Definition record:
Task Name - DeletePreviewFiles
Executable Name - DeletePreviewFiles.cmd
Executable Type - EXE
If the executable is not in the TaskMan folder, include the path to the executable in the
Executable Name field (for example, C:\Program Files\MyExecutable.exe).
3 Add a button to a form, giving it the name TextEXE and the caption sTest.
This button will be used to run the executable.
4 On the Components property sheet for the button, create an event named RunExe:
a. Click the Events button (appears as a yellow lightning bolt on the Component properties
sheet).
b. Click Primary, and then click the associated ellipses (...) button.
c. In the Event Handlers dialog box, click New.
d. In the Event Handler Properties dialog box, set these values:

Event - RunExe
Description - Enter an optional description or leave blank.
Type - Run Background Task
e. For the parameters:
Click Parms, and then click the ellipses (...) button.
In the Event Handler Parms dialog box, for the Error Message, specify
mBackendMessage.
For the Success Message, specify sSuccess.
Click Type Specific Parameters.
In the Edit Background Task Name and Parms dialog box, for the Task Name, specify
DeletePreviewFiles.
f. Click OK repeatedly until you return to the form.
g. Verify that RunExe is the primary event for the TestEXE button.
h. Save the form.
When you click the button, this batch file will delete all the Print Preview intermediate files.
Database Connections
TaskMan will update ActiveBGTasks and BGTaskHistory for EXE tasks. It is up to the executable to
handle all other database connections.
Returning Error Information

To get information back to TaskMan from an executable, use any of these methods in the EXE:
Put a message in the ProcessErrorLog table. These messages appear in the Task Messages tab
on the Background Task History form.
Print the error message in a file called
taskman-install-directory\Output\task-name_task-number.txt
(For example, C:\Program Files\Infor\Syteline\TaskMan\Output\APChecks_435.txt) TaskMan
uses this as an error message in BGTaskHistory.
Return an integer error code. TaskMan puts the EXE return code in the BGTaskHistory table, with
return code 0 indicating success.
IDO Methods
This example shows the steps to set up an IDO method that runs usingTaskMan from a form:
1 Set up a Background Task Definition record:
Task Name - Name of IDO method
Executable Name - Enter this using the format IDO.method

Example: SL.SLExtfinParms.ExtFinExportAP
Executable Type - IDOMTH
2 In a form, set up an event whose task parameters match the IDO methods parameters. You can
pass bare values (for example, "MyParameter1,MyParameter2"). Note that Infor SyteLine will not
allow you to use ~LIT~ syntax as part of a value. If white spaces are significant, use the usual
Infor SyteLine keywords such as P(...), V(...), C(...), and FPC(...), FV(...), or FC(...).
3 Save the form and event.
Managing Background Tasks

You might want or need to schedule some processes to run at certain times of day and at regular
intervals. Use these forms to manage those processes:
The Background Queue form
The Active Background Tasks form
The Background Task Definitions form
The Background Task History form
Scheduling Reports and Utilities to Run in the Background

If a report or utility has a Background option on its Actions menu, you can schedule the report or
utility to run at a time you choose. The background task can be run once, or it can be set up as a
recurring task that runs at certain times daily, weekly, or monthly.
To schedule a report or utility to run in the background:
1 From the report or utility form, select Actions > Background.
2 In the Background Queue form, specify whether you want the task to run once or on a daily,
weekly, or monthly basis.
3 Specify the times and dates as described in the online help.
Checking Which Background Tasks Are Running

When the Background Queue form is used to create a job, it creates an Active Background Task
record with status of WAITING, plus the appropriate task name and parameters. It then creates a SQL
Server job using the task name as the job name.
To check which background tasks are running:
1 Open the Active Background Tasks form.

2 Be aware that:
Tasks whose status is READY will process right away and cannot be deleted from the queue
from within SyteLine.
Tasks whose status is RUNNING are currently processing and cannot be deleted from the
queue from within SyteLine.
Tasks with a WAITING status remain in the queue until their scheduling requirements are met
(as set in the Background Queue form). You can delete a WAITING task from the queue.
Note: Although you cant stop a background task with a status of READY or RUNNING from within
Infor SyteLine, you can use the Windows Task Manager to do so if you need to stop a long-running
process. Note that the Windows Task Manager is different from the TaskMan described in this
chapter.
Deleting a Waiting task

When you delete a task on the Active Background Tasks form, both the record and the
corresponding SQL Server job are deleted.
It is possible to use the Background Queue form to add a task several times. This adds job steps to
the SQL job. When you delete a task with multiple job steps from the Active Background Tasks
form, be sure to delete the correct job step.
To delete the task, mark the record for deletion and then save it.
Viewing Background Tasks That Have Run

To display information about background tasks that have been run, whether they have completed
successfully or not, use the Background Task History form.
Return codes generated by background tasks include these:
Stored procedures - Developers supply the exit status for a stored procedure within the coding
of the procedure. Generally, the exit status of the stored procedure functions as its return code,
which is returned by TaskMan and displayed on this form.
Note: Task Manager is a Windows service which monitors the application database in order to
execute background tasks. See Overview on page 19 for more information on Task Manager.
Executable programs - Developers supply the exit status or return code for an executable
program within the coding of the program. This return code is returned by TaskMan and displayed
on this form.
Reports - Background tasks of the type RPT are reports. The RunReport.exe application returns
exit codes to TaskMan that are displayed on this form. If the return code indicates an error, you
can also consult the error log for additional information.

Using Store and Get Options with Tasks
Store Options
For any report or utility in Infor SyteLine, you can save the information youve entered for later use. To
do this, use the Store Options form:
Note: System administrators can store options for any user. Non-administrators can only store
options for the current user.
1 After entering the desired information on the report or utility form, select Actions > Store Options
to save your entries.
2 Provide the appropriate user name.
3 Create an ID in the ID field.
For example, if you are storing options for the SSD Transaction Listing Report, you might
create an ID of SSDTLR.
4 Click OK.
Get Options
To recall any stored options, use the Get Options form:
1 After storing options for a form, from that report or utility for which you want those options, select
Actions > Get Options.
2 Choose the appropriate user name and ID.
The ID was set on the Store Options form.
3 Click OK.
Options Defaults
Once you have stored options for a form, you can view them on the Options Defaults form:
1 Open the Options Defaults form.
2 Enter the user name, form name, and ID.
Note that the form name is not the same as the form title.
3 Click the Filter-In-Place button on the toolbar.

Infor Framework TaskMan Substitution Keywords

TaskMan supports the following substitution keywords. Before executing a task, TaskMan replaces
these keywords with their appropriate values when creating a string made up of the task executable
name (defined on the Background Task Definitions form) plus the task parameters (passed from
the SyteLine form).
Generally you specify these keywords when defining task parameters for an event on a form.
Some of these keywords are used to get values from TaskMan settings.
Keyword Description
BG~TASKID~ Replaced by the task number from the ActiveBGTasks and
BGTaskHistory tables.
BG~TASKNAME~ Replaced by the task name from the BGTaskDefinitions table.
BG~CONFIG~ Replaced by the SyteLine configuration name.
BG~REQUSER~ Replaced by the user name requesting the task.
BG~SQLLOGIN~ Login associated with the user ID used to connect to a database.
BG~DSN~ Name of the DSN used by TaskMan to connect to a database.
BG~UID~ User ID used by TaskMan to connect to a database.
BG~SERVER~ Server name used by TaskMan to connect to a database.
BG~DB~ Database name used by TaskMan to connect to a database.
BG~TMHOMEDIR~ Directory where TaskMan.exe and RunReport.exe are installed.
BG~ERRFILE~ When a task completes, TaskMan copies the contents of this file to
BGTaskHistory, and then deletes the file.
BG~OUTDIR~ Path to the output directory under the TaskMan home directory. This
allows EXEs run through TaskMan to produce output.
BG~ISOLATIONLEVEL~ The SQL Server isolation level used by TaskMan for reports and
stored procedures. The return value is UNCOMMITTED or
COMMITTED. Values are set in the Isolation Level field on the
Background Task Definitions form and the Collection Read
Mode field on the Process Defaults form.
BG~FAXNUM~ The telephone number of the fax machine to which the document is
to be sent. The keyword is replaced with the number specified in the
Destination field on the Customer Document Profile form or the
Vendor Document Profile form.
BG~FAXSERVER~ The name of the fax server machine. The keyword applies only to
Windows Fax and Infor Framework Fax Service. If
BG~FAXSERVER~ is omitted from a fax header or if the Fax Server
field on the Intranets form is blank, then the default fax server
name at run time is:
If Windows Fax is configured, then the server name is the name
of the TaskMan machine. Windows Fax uses a modem on the
TaskMan machine.
If Infor Framework Fax Service is used, the server name is the
name of the machine on which the service runs.

Keyword Description
BG~FAXTOCOMPANY~ The name of the company to which the fax is sent; the name is
printed on the fax cover sheet. The keyword is replaced with the
name specified in the Cover Sheet Company field on the
Customer Document Profile form or the Vendor Document
Profile form. The keyword does not apply to Windows Fax or Infor
Framework Fax Service.
BG~FAXTONAME~ The name of the individual to whom the fax is sent; the name is
printed on the fax cover sheet. The keyword is replaced with the
name specified in the Cover Sheet Contact field on the Customer
Document Profile form or the Vendor Document Profile form.
The keyword does not apply to Windows Fax or Infor Framework
Fax Service.
BG~OUTPUTFILE~ The report output file created in the directory
\<TaskMan_Directory>\Report\OutputFiles\<user> on the TaskMan
machine. With Infor Framework Fax Service, the file is accessed
directly from this directory.
TaskMan also supports the following additional keywords used as command line switches. TaskMan
deletes these keywords from the task executable and parameter string.
Keyword Description
BG~LEAVELITS~ SyteLine wraps many literal values in ~LIT~(...). This keyword,
which can be specified in an event handler on a form, tells
TaskMan to leave these values. For example, you can create an
event on a form that runs an EXE through TaskMan. Use this
keyword to allow any ~LIT~ keywords in the parameters to be
passed through to the EXE.
BG~LEAVETEMPS~ TaskMan normally puts the contents of the BG~ERRFILE~ error
file in BGTaskHistory and then deletes the file. This keyword tells
TaskMan to leave the error files.
Running TaskMan in Debug Mode

If you are having problems with a background task, you can run TaskMan in debug mode. Doing so
generates additional messages for the Microsoft Event Viewer.
Enabling Debug Mode On the Process Defaults Form

By using the Process Defaults form, you do not have to stop and restart the Infor Framework
TaskMan service. For more information about the Process Defaults form, see the Infor SyteLine
online help.
1 Open the Process Defaults form.
2 In the Process Name field, select TaskMan Options.

3 In the Default Value field, enter debug.

4 Save the record and exit the form.
Enabling Debug Mode By Restarting the Service

To enable debug mode by restarting the Infor Framework TaskMan service:
1 On the server where TaskMan resides, open Windows Services.
2 In the list of services, select Infor Framework TaskMan.
3 If the Infor Framework TaskMan service is running, stop it.
Caution: When you stop TaskMan, all running tasks are terminated.
4 Right-click on the Infor Framework TaskMan service and select Properties.
5 In the Properties dialog box Start parameters field, enter debug.
6 To restart TaskMan, click the Start button.
Caution: When you finish debugging the problem, be sure to stop the TaskMan service, remove the
debug parameter, and restart it.
TaskMan debug mode messages are listed and explained starting on page 33.
There is also an optional "nowait" parameter for TaskMan. If you are starting TaskMan manually, this
keyword allows it to start faster.
RunReport debug mode messages are listed and explained in the Reporting Guide.
TaskMan Debug Mode Messages
<SPname> After Call <Taskman source file>: <Source file line number>
This message is printed after a stored procedure is called.
Active Task Set not open: <DatabaseInfo>. <Taskman source file>:

<Source file line number>
TaskMan is trying to clear database connections.
Cannot find last slash. <Taskman source file>: <Source file line number>
Error while retrieving information about the home directory from which TaskMan is executing.

Close process connection completed for Task <n>. <Taskman source

file>:<Source file line number>
Informational message.
Closing database: <dsn>.<Taskman source file>:<Source file line

number>
Closing process connection for Task <n>. <Taskman source file>:<Source

file line number>
Decrement <taskname> <tasknumber>. <Taskman source

Informational message - TaskMan is decrementing the Running Tasks list when the task completes.
DELETE ActiveBGTasks where TaskNumber = <n>. <Taskman source

Informational message - the task is deleted from the active tasks table.
Deleting TaskInfo handle. <Taskman source file>:<Source file line

number>
Informational message - TaskMan is cleaning up report (RPT) process handles.
Error retrieving TaskMan Module Name. <Taskman source file>:<Source

file line number>
TaskMan retrieves its module name in order to get its home directory. There was an error in retrieving
the module name, so TaskMan cannot determine its home directory.

Increment <taskname> <tasknumber> Total requests <n> Queue size

<size>. <Taskman source file>:<Source file line number>
TaskMan is polling the table for active background tasks in the each configured application database.
No Intranet records found, using defaults. <Taskman source file>:<Source

file line number>
TaskMan is using the default values because it could not find a matching Intranets record.
Opening Intranet record set. <Taskman source file>:<Source file line

number>
Pause to ensure SQL Server is completely up. <Taskman source

TaskMan pauses to make sure that SQL Server has started before trying to access databases.
Poll=<n> Connect=<n> Process=<n> MaxNo=<n> NumRec=<n> site =

<site> Intranet = <intranetname> String Table = <stringtable> URL =
<URLpath> Format = <outputformat> ReportPath = <path> Email Notif =
<emailnotification>. <Taskman source file>:<Source file line number>
TaskMan successfully queried the Intranet table and retrieved the information listed here.
Rpt task failed. <Taskman source file>:<Source file line number>

TaskMan failed while trying to run a report task.
ServiceMain starting. <Taskman source file>:<Source file line number>

SQLCancel failed. Deleting TaskInfo handle. <Taskman source

The SQL Cancel of the process and task was not successful.

SQLCancel of Task <tasknumber> completed. Return Code = <n>.

<Taskman source file>:<Source file line number>
TaskMan canceled a stored procedure background task.
Task <tasknumber> <taskname>. An error occurred while waiting for the

process to finish. Error return = <code> message = <message>.
A Windows error occurred.
Task <tasknumber> <taskname>. Call to AddProcessErrorLogSp failed for

user <userID>. Return code = <code>. <Taskman source file>:<Source
file line number>
TaskMan tried and failed to add a task message to Background Task History.
Task <tasknumber> <taskname>. Call to CloseSessionSp failed for task

<taskname> user <userID>. Return code = <code>, Error message =
<message>. <Taskman source file>:<Source file line number>
TaskMan could not retrieve the Report Options information.
Task <tasknumber> <taskname>. Call to GetTaskOptionsSp failed for task

<taskname> user <userID>. Return code = <code>, Error message =
Task <tasknumber> <taskname>. Call to InitSessionContextSp failed for

task <taskname> user <userId>. Return code = <code>, Error message =
Task <tasknumber> <taskname>. Calling AddProcessErrorLogSp.

<commandline>. <Taskman source file>:<Source file line number>

Task <tasknumber> <taskname>. Calling sp.Call <Taskman source

Task <tasknumber> <taskname>. Can transact. <Taskman source

TaskMan could not start a stored procedure background task.
Task <tasknumber> <taskname>. Cannot transact. <Taskman source

TaskMan cannot start a transaction for a stored procedure task. The stored procedure is not
executed.
Task <tasknumber> <taskname>. CloseSessionSp called with Input

Parameter <sessionID>. <Taskman source file>:<Source file line
number>
Task <tasknumber> <taskname>. Could not close session <sessionID>.

Task <tasknumber> <taskname>. Creating directory <directory>. Result

= <code>. <Taskman source file>:<Source file line number>
Task <tasknumber> <taskname>. Database not open. Cannot enter

Process Error: <message>. <Taskman source file>:<Source file line
number>

Task <tasknumber> <taskname>. DELETE ActiveBGTasks where

TaskNumber = <n>. <Taskman source file>:<Source file line number>
Informational message - the task is deleted from the active tasks table.
Task <tasknumber> <taskname>. Error <code> <message> when

starting Command - <commandline>. <Taskman source file>:<Source
file line number>
An error occurred when TaskMan was starting the specified command.
Task <tasknumber> <taskname>. Error moving file <outputfile> to <new

outputfile>. <Taskman source file>:<Source file line number>
TaskMan could not copy the output file to the OutputFile folder. Be sure permissions are set up
properly, and the folder exists.
Task <tasknumber> <taskname>. Exiting RunTask: Removing Task from

List. <Taskman source file>:<Source file line number>
The background task has finished running.
Task <tasknumber> <taskname>. Fax=<faxname>, Fax Server =

<faxserver>, Output Format=<outputformat>. <Taskman source
Task <tasknumber> <taskname>. GetExitCodeProcess return = <n>.

This message displays the return code for an executable program background task.

Task <tasknumber> <taskname>. GetTaskOptionsSp called with Input

Parameters <taskname>, <userID>, <stringID> returned Output
Parameters format = <output format>, printer = <printer name>, email =
<email notification>, attach = <attach report>, email address = <email
address>, Return code = <code>, Error message = <message>, String
Table = <string table>, Fax Server = <fax server>.<Taskman source
TaskMan is retrieving specific information about the run-time user requesting this report background
task. This information is entered in the Report Options and Intranets forms.
Task <tasknumber> <taskname>. InitSessionContextSp called with Input

Parameter <taskname>, returned Output Parameter <sessionID>, Return
code = <code>. <Taskman source file>:<Source file line number>
Task <tasknumber> <taskname>. InitSessionContextSp failed. Could not

call SP. <Taskman source file>:<Source file line number>
Task <tasknumber> <taskname>. No attachment sent: either the report

was sent to the printer, the Task Type was not RPT, or the report didn't
complete successfully. <Taskman source file>:<Source file line number>
Task <tasknumber> <taskname>. Opening user names failed. <Taskman

source file>:<Source file line number>
TaskMan encountered a problem attempting to open the UserNames database table.
Task <tasknumber> <taskname>. Password decrypted. <Taskman


Task <tasknumber> <taskname>. Profile Values -- String Table:

<stringtable>, String ID: <stringID>, Fax: <fax name>, Email: <email
address>, Number of copies: <n>, Printer: <printer name>. <Taskman
Task <tasknumber> <taskname>. Return = <code> WaitForSingleObject

return = <code>. <Taskman source file>:<Source file line number>
This message is entered immediately after a background task has ended.
Task <tasknumber> <taskname>. Running: <stored

procedure>.<Taskman source file>:<Source file line number>
Task <tasknumber> <taskname>. Running EXE: <command line>.

Task <tasknumber> <taskname>. Running Report: <RunReport.exe

command line>.<Taskman source file>:<Source file line number>
This is the command line TaskMan executes to run a report. For debugging purposes, you can paste
the following command line into a batch file and execute it:
RunReport.exe <Command line>
Task <tasknumber> <taskname>. Sending Fax: <command line>

Task <tasknumber> <taskname>. Setting Connection Timeout <n> and

opening a connection for this task. <Taskman source file>:<Source file
line number>
TaskMan opened a connection for this background task that will be used to update the Task History
table and to delete entries from the Active Task table in the application database.

Task <tasknumber> <taskname>. Setting Process Timeout <n>.

Task <tasknumber> <taskname>. Stored Procedure call

GetSQLServerLoginSp failed with return code <code> and error message
TaskMan could not get the SQL login information needed to process the task.
Task <tasknumber> <taskname>. Successful termination of Task.

Performing commit. <Taskman source file>:<Source file line number>
A stored procedure background task can be committed.
Task <tasknumber> <taskname>. Unable to access <document path>.

Fax not sent. <Taskman source file>:<Source file line number>
TaskMan could not access the RTF file using the specified path. Check to see that the file and path
exist and that permissions allow TaskMan access to it.
Task <tasknumber> <taskname>. Unable to access <SendFax.exe

path>. Fax not sent. <Taskman source file>:<Source file line number>
TaskMan could not access the Fax.exe utility using the specified path. Check to see that the file and
path exist and that permissions allow TaskMan access to it.
Task <tasknumber> <taskname>. UPDATE ActiveBGTasks SET

TaskStatusCode = 'RUNNING' where TaskNumber = <n> .<Taskman
As TaskMan selects a background task to run, it changes its status to running.
Task <tasknumber> <taskname>. UPDATE BGTaskHistory SET

CompletionDate = <date>, CompletionStatus = <status>, TaskErrorMsg =
'<message>' where TaskNumber = <n>. <Taskman source file>:<Source
file line number>

Task <tasknumber> <taskname>. UPDATE BGTaskHistory SET ProcessId

= <pid> WHERE TaskNumber = <n>. <Taskman source file>:<Source file
line number>
This message displays the process ID (pid) for a background task. You can use the process ID to
trace the status of a background task in the Windows TaskMan. This ID is also displayed in the
Background Task History form.
Task <tasknumber> <taskname>. UserNames.Username =

'<userID>'.<Taskman source file>:<Source file line number>
The user ID of the run-time user requesting the current background task.
Task <tasknumber> <taskname>. Usernames.Username = <userID>

Groupname = <groupname>.<Taskman source file>:<Source file line
number>
The user ID and group name of the run-time user requesting the current background task.
Taskman Error: TaskCounter is not keeping accurate count of Running

Tasks. <Taskman source file>:<Source file line number>
The number of running tasks in the system does not match the task counter value.
Taskman home directory: <homedirectory>. <Taskman source

TaskMan Stopping: Clearing database connections. <Taskman source

The maximum number of concurrently running tasks is <n>. <Taskman


<dsn> UID <userID> PWD **** String Table=<stringtable> Poll=<n>

Process Timeout=<n> Connection Timeout=<n> Max Num Tasks=<n>.
UPDATE BGTaskHistory SET CompletionDate = <date>, CompletionStatus

= <status>, TaskErrorMsg = '<message>' where TaskNumber = <n>.
Checking Infor Framework TaskMan Events in the

Event Log
In addition to the debug messages mentioned above, TaskMan generates event messages during
normal processing. You can view these messages in the Microsoft Event Viewer. Some of the more
common messages are listed and described in Event Messages from TaskMan on page 46.
To access the Event Viewer, follow these steps on the server where TaskMan resides:
1 Select Settings > Control Panel from the Windows Start menu.
2 Open Administrative Tools and then Event Viewer.
3 Select Application Log.
Troubleshooting
This section describes possible problems with TaskMan, and how to solve them. Additional problems
and solutions that are specific to reports are provided in the Creating and Customizing Reports guide.

TaskMan Does Not Start
Symptoms
The Infor Framework TaskMan service is not starting, and you see this message in the Application
Event log:
No database definitions defined. TaskMan must be configured before starting the service.
Possible Solutions
Run the Server Service Configuration utility and verify that the correct application databases are
configured for TaskMan.
Infor Framework TaskMan for SyteLine might be running under a user ID that does not have
privileges to access the registry. Try restarting the service to run as a local system account. If it
starts, then the problem is with the user ID.
In Windows, restart Infor Framework TaskMan as an active service.
Changes to Intranets Form Settings Are Ignored
Symptoms
Changes are made on the Intranets form, but those changes are not reflected in tasks that
subsequently run that should be using those changed values.
Possible Solutions
When the Infor Framework TaskMan service starts, it caches information from the Intranets table. If
you then change a setting on the Intranets form, TaskMan does not see this change. Instead, it
continues to use the cached setting for the following fields:
Polling Interval
Connection Query Timeout
Process Timeout
Maximum Concurrent Tasks
For this reason, after changing one of these settings on the Intranets form, you must stop and restart
the Infor Framework TaskMan service so the change can take effect.

Background Task Runs But Has No History Record

A background task is submitted from a SyteLine form. It appears to have been submitted without any
problems, but no record is created in the Background Task History form. The BGTaskHistory record
is created by a trigger on the ActiveBGTasks table. ActiveBGTasks is the queue of tasks submitted to
TaskMan. So, if there is no history record, the task never made it to the queue, despite any messages
that might have displayed on the SyteLine form.
This is probably a bug in the sequence of form events the SyteLine form used to submit the task.
Labels Not Replaced with String Table Values
Symptoms
Component labels are not being replaced with string table values or are not being translated properly.
Possible Solutions
Use the Site Name from the General Parameters form to select the correct record on the Sites/
Entities form. Make sure that, for this site, there is a value in the Sites/Entities forms Forms
Database Name field (in some versions, labeled as the Strings Table Specification field). If the
forms database is on a different server than the application database, the fields value should also
indicate the linked server name, in this format:
server_name.Forms_database
Infor Framework TaskMan then determines the proper strings table name by searching the specified
forms database for the strings table associated with the current Infor SyteLine session.
If labels are not translated, stop and restart TaskMan. The Strings Table Specification field (or
Forms Database Name field) might have been modified after TaskMan was last started. TaskMan
checks this value only once, when it first starts up.
The Transport Failed to Connect to the Server
Symptoms
When you attempt to send an e-mail with the SMTP protocol, or if you receive a similar error when
testing the SMTP protocol using Telnet, TaskMan returns the error:
The transport failed to connect to the server.

Possible Solutions
The firewall or antivirus software on the mail server might be blocking the e-mail.
For more information on setting up e-mail notifications, see Setting up the Utility Server to Send E-
mail Notifications on page 22.
Event Messages from TaskMan

TaskMan runs as a service under Windows, called Infor Framework TaskMan, and generates event
messages that you can view in the Microsoft Event Viewer. If you are having problems with a
background task, you can run TaskMan in debug mode (see page 32), which generates additional
messages for the Microsoft Event Viewer.
The following messages are generated normally and do not require Infor Framework TaskMan to be
running in debug mode. If a database exception occurs, TaskMan tries to retrieve and log the error
message.
<function name> failed with return code <code> in <Taskman source

file> at <Source file line number>.
Abnormal termination of Task <n> (returncode = <code>). Performing

rollback.
A stored procedure background task was rolled back due to one of the following circumstances:
The stored procedure generated a return code less than 0 or greater than 5.
Executing the stored procedure generated an exception.
An unknown exception occurred. <Taskman source file>: <Source file

line number>
Canceling Process <taskname>, Task <n>

If TaskMan is shut down, an event log message will be printed as each running background task that
is a stored procedure is canceled.
Canceling Report <taskname>, Task <n>

If TaskMan is shut down, an event log message will be printed as each running background task that
is a report is canceled. Some reports might be left hanging even if TaskMan is shut down.

DSN <dsn> Database <db>. Login successful

Either the DSN or the SQL login was not set. <ReturnMessage>
RegisterServiceCtrlHandler failed with return code <n> in <Taskman

source file> at <Source file line number>.
RSTaskMan shutdown: <n> tasks are running and will be canceled.

If TaskMan is shut down while tasks are running, these tasks will be canceled.
RSTaskMan starting: Version <n>

RSTaskMan Terminating
RSTaskMan Terminating - TaskMan Home Directory not properly detected

TaskMan could not determine its home directory and will shut down.
SetServiceStatus failed in <Taskman source file> at <Source file line

number>.
StartServiceCtrlDispatcher failed with return code <n> in <Taskman source

file> at <Source file line number>.
TaskMan was not able to start the Service Dispatcher.

TaskTypeCode not recognized

The task type was not EXE, RPT, SP, or IDOMTH.
Using SQL Profiler to Trace TaskMan Instances

To use SQL Profiler to see which instance of TaskMan is monitoring an application database:
1 Start the SQL Server Profiler.
2 In SQL Profiler, select File > New Trace.
3 Connect to the application database server you want to trace.
4 On the Events Selection tab, remove everything from the Events column except TSQL --
SQL:Batch completed.
5 On the Data Columns tab, add Server Name to the Selected Data Column.
6 To start the trace, click Run.
Stored Procedures Used for Performance Benefit

These are stored procedures you should run regularly for performance benefits:
sp_updatestats - Run this SQL-supplied stored procedure regularly for statistics updating for all
tables in a database. You can get more information about this stored procedure from the SQL
online help.
SLServerRestartSp - This stored procedure runs whenever the database server is restarted
(since no one is logged in at that time) and performs general cleanup.
PurgeNextKeysSp - Run this stored procedure to clean up the NextKeys table. NextKey records
are inserted, never updated to get concurrency. This stored procedure cleans out the extra rows.
DO NOT run this utility while others are using the system. The utility will lock users out, but you
should log everyone out of the system before running this utility.

Chapter 3: License Management
3
As System Administrator, you need to manage your license agreement, and SyteLine allows you to
do that. Use the following three forms to manage your license:
License Management Form
Licensed Modules Form
User Modules Form
Types of Users
There are two kinds of users:
Multi-session User - Multi-session users are shown in the Multi-Session Users tab on the License
Management form. Most installations will have one entry here, where the user name is
SL_Internal. See Multi-Session Users on page 54 for more information about multi-session
users.
Single-session User - Single-session users are all the other users that appear in the Users form.
License Document
You need a license document to apply your licenses. Infor provides this document in the form of a .txt
document upon the purchase of a Infor product. If you do not have your license document, contact
Infor Customer Service. There are three different kinds of licenses:
Production License - This is the license you use to run your live system. Only one production
license key is provided to you at a time. If you require a new production license key, you must sign
an affidavit stating you are no longer using an old production key in any manner.
Demo Database License - This license key is provided so that more than one person in your
company can have access to the Demo Database for testing purposes. This license is only valid
for 90 days. There is a fixed user count of 10 for any module that is user based. The system warns
you each time you logon within 30 days of the expiration date that the license is about to expire.

License Management
Pilot System License - This license allows you to run a copy of your production environment in a
pilot or testing environment. The license is limited to 10 users or 20 percent of the production
license count, whichever is greater. The system warns you each time you logon within 30 days of
the expiration date that the license is about to expire. Once the license expires, you cannot open
forms.
Session Types
Each session is assigned an appropriate Session Type, depending on the context and application
(example: WinStudio, WebClient, etc.) from which the session is created. In addition, a Session Type
attribute can optionally be associated with each license module. Relevant Session Types for
purposes of licensing are the following:
Full client
Form only web client
IDO automation
Each license module can be assigned one or more of these three Session Types or a default of
"Undefined" (meaning that module is always considered regardless of the current session's Session
Type). The Session Type is included during licensing enforcement in the following ways:
During login using a "concurrent" license, the framework honors the module Session Type by
checking and deducting license usage from only the modules that match the current Session Type
criteria.
During login using a "named user" license, the algorithm for calculating the number of permitted
sessions for a given user changes to consider Session Type. Only sessions of the same type you
are currently attempting to create are considered in that session count.
During runtime of both license types, only module members associated with the login Session Type
are eligible for licensing permission.
If the framework accesses an application database where the new Session Type schema has not
been implemented, all licensing enforcement is done without regard to Session Type using the
algorithms in place prior to this enhancement (enhancement was in version 8.02.10).
The Session Management form includes a column for Session Types. See the online help for
information on the types in this column.

License Management
License Management Form

This form allows you to manage your companys license agreement. The form shows when the
license begins and ends, which modules are licensed, and it is where you apply the license to stay
current.
Apply a License
Note: Before applying a license, ensure you are logged in as sa. No password is required for this
user. Also, do not assign any modules to the sa user. If you do, you will not be able to log in as sa
again.

License Management
1. On the License Management form, click the Apply License tab.
2. Paste your license document into the License Document field. You can cut and paste the
information from the license document into this field, or you can select the Browse button and
select the document from your drive. The document is encrypted and every character counts, so if
you copy and paste, make sure to copy the entire document.
3. Once you have entered the license document, click the Apply License button. Any previous multi-
session users that you had are deleted and replaced with the ones defined in the new license
document. See Multi-Session Users on page 54 for information about multi-session users.
Note: Let's assume you are applying a new license to replace an old one for the SyteLineTrans Users
module. The old license was for 50 users, and the new one is for 40. When you click the Apply
License button, you get an error message. If the new license is for fewer users than the old license,
you need to go to the Users Module form and delete users' association with the SyteLine Trans Users
module until you have the same amount or fewer than the new license allows. If your new license is
for the same number of users or more, then you can apply the license and you don't need to do
anything else.
Post License Application Steps

Note: You must follow the steps in this section if there were active WinStudio sessions when you
applied the license. If there were not any active sessions, you can skip this step. You can perform
these steps, however, in either case.
1. On the utility server, open the Configuration Manager (Start > All Programs > Infor > Tools >
Configuration Manager).

License Management
2. Select the Utilities tab.
3. Use the Utilities tab to discard the Runtime Service Cache for all configurations that reference the
application database to which the new license has just been applied. See the Configuration
Manager online help for more information about the options on this tab.

License Management
Multi-Session Users
On the License Management form, click the Multi-Session user tab to see the form as shown
above.
A multi-session user is able to have more than one session open at a time. This is necessary for Data
Collection users.
All SyteLine customers are given one multi-session user named SL_Internal. This user can have 5
concurrent sessions. If you are a data collection user, you will get one additional session.
If you are not a multi-session user and you try to login on machine B while you are still logged in on
machine A, you get a message asking if you want to end the session on machine A. If you do this,
your session on machine A is deleted and you are logged in on machine B. Any unsaved data on
machine A is lost, so only end that session if you are sure you have saved all your data.
The SL_Internal user needs to have the appropriate permissions set in the Users form. See the Infor
SyteLine Installation Guide for information on how to appropriately set those permissions.

License Management
Licensed Modules Form
This form lists the modules for which your company is licensed, and it allows you to add a description
for each module. You can also see the modules for which your company is licensed on the Licensed
Modules tab of the License Management form. The License Management form also shows the
number of licensed users, beginning and expiration dates for the license, and whether your license is
valid. The License Modules form exists primarily for users who dont have permission to open the
License Management form but still need to see which licenses the company has.
User Modules Form
Use this form to associate a named user with a certain module for which your company has a license.
For example, user Bob might be associated with the SyteLine Trans Users module. This means that
user Bob is taking one of your companys license tokens for the SyteLine Trans Users module. A
named user can be associated with different modules, but each association takes a token for each
licensed module. Tokens are taken when you assign a user to a module, not when the user logs in.

License Management
Possible license modules and their associated access capabilities are:
License Module Access Capabilities

SyteLine APS APS Mode form to enable APS
SyteLineAutomation IDO Access, Microsoft Outlook integration, Microsoft Project
integration
SyteLine Config Allows you to run BuyDesign and access forms and fields
related to that product
SyteLineCRM Allows SyteLine customers who also use Epiphany CRM to
enter estimates and orders in SyteLine
SyteLineDC No SyteLine forms; only IDO access for data collection
transactions
SyteLineDC_MS You need a SyteLineDC license for each data collection device
used in its "home" site, and a SyteLineDC_MS license for each
other site where that data collection device might be used.
SyteLineDev Allows access to developer forms.
SyteLineEntity All GL Entity forms (functions)
SyteLineInquiry All Query forms, All Report Options forms, Customer Inquiry,
Vendor Inquiry, Item Availability
SyteLineMobile All forms that are accessed by a mobile device
SyteLineMobileMultisite All forms that are accessed by a mobile device in a multi-site
environment
SyteLineOfficeIntegration Allows you to display custom SyteLine forms such as the Sales
Contacts (Office) form from inside Microsoft Office.
SyteLinePortals All IDOs that are accessed by your customer or vendor using a
portal
SyteLineTrans All SyteLine forms
SyteLineTransMultiSite All SyteLine forms. The SytelineTransMultiSite module is for
users who require access to multiple sites. Assign a
SytelineTrans license in the users "home" site and a
SytelineTransMultiSite license in any other sites where access
is required for that user.
Multiple Logins
A single-session user (named user) cannot have more than one active session at a time.
Using data collection users as an example, the same user cannot log into Infor SyteLine and then log
into web-based data collection. The user can only log into one at a time. The user can either log out
of one before logging into the other, or a separate user can be set up for SyteLine and web-based
data collection.
Note: If you try to use the same userID for more than one session in web-based data collection, you
might be able to log on, but errors will occur when you navigate between fields and transactions are
committed to the database. Data entered will be lost. Infor only supports single session access to
Web Based Data Collection.

License Management
When setting up data collection users, assign:

the SyteLineDC module for web-based data collection.
When setting up SyteLine users, assign:
the SyteLineTrans module for SyteLine (which includes data collection forms).
.Recover Locked Tokens

If SyteLine terminates unexpectedly, it is possible that license tokens in use at the time are locked,
thus preventing users from logging in. In this case, use the Session Management form to free up the
locked tokens. See the SyteLine online help for more information about the Session Management
form.

License Management

Chapter 4: Multi-Site
4
In SyteLine, each site's database does not have to be connected to any other database in order to
function. Data is transferred through a process called replication. The system manages its own
replication which is different from SQLs replication. We do not support standard SQL replication as a
means to transfer data from one site to another.
The connection between sites can be either:
Transactional - This is a constant live connection from one site to another. Any update is made
to the target site immediately. The down side is that if the target site is down for any reason, the
transfer of data does not occur;
Or
Non-transactional - There is no live connection between sites. If using a non-transactional (also
referred to as delayed replication or asynchronous replication) setup, data that is shared must be
replicated.
For more detailed information on replication and multi-site use, see these documents on
www.infor.com/inforxtreme:
Replication Reference
Multi-Site Planning Guide
Multi-Site Implementation Guide

Multi-Site

Chapter 5: Authorizations
5
You may limit user access to certain forms or limit what they can do on certain forms by way of
authorizations. Use the following four forms to manage these authorizations:
Object Authorizations for User
Object Authorization for Group
Users
Groups
Object Authorizations For User

Use this form to set up form-level security for a user or to set up security for a user based on a middle-
tier IDO. An object in this case is either the name of the form or the name of the IDO.
If the user specified on this form is part of a group, the user authorizations that you set up on this form
override any group authorizations that apply to the same user.

Authorizations
You can open the form right from the Explorer window, or you can click the User Authorizations
button on the Users form.
The following privileges can be granted or revoked for the user for a specified form in the Object
Authorizations For User form:
Delete controls whether the user can delete records.
Edit controls whether the user can edit existing data.
Execute controls all privileges, including whether the user can open the form. When execute is
revoked, all privileges are unavailable.
Insert controls whether the user can insert records.
Read controls whether the user can read data.
Bulk Update controls whether the user can perform a bulk update, such as multiple find and
replace operations.
Update controls whether the user can save changes to existing data.
Object Authorization for Group

Use this form to set up form-level security for a group of users or to set up security for a group based
on a middle-tier IDO.
Any user authorizations for individuals will override the group authorizations defined on this form.
You can open the form right from the Explorer window, or you can click the Group Authorizations
button on the Groups form.
The following privileges can be granted or not granted for the group in the Object Authorization For
Groups form:

Authorizations
Delete controls whether the user can delete records.

Edit controls whether the user can edit existing data.
Execute controls all privileges, including whether the user can open the form. When execute is
not granted, all privileges are unavailable.
Insert controls whether the user can insert records.
Read controls whether the user can read data.
Update controls whether the user can save changes to existing data.
Bulk Update controls whether the user can perform a bulk update, such as multiple find and
replace operations.
Users
Use this form to register users to the application. A user ID is required for each user who logs on to
the application. You can also specify the following:
Passwords needed to log on to the application
Workstation IDs so users bypass the logon dialog box
E-mail addresses so notifications can be sent about automated tasks
Editing permissions that determine whether users can enter edit mode to create or customize
forms
Security authorizations for this user at a form level or a component level

Authorizations
Groups to which the user belongs and security authorizations for that group
Additional information about the user that the application needs.
Note: Initially, only the supplied default system administrator user ID can create or delete other user
IDs.
Any user who is added to the System Administration group or designated as a super user can access
the Users form and change the password for any other user. Users can change their own passwords
on the User Information form.
Groups
Use the Groups form to create groups and to assign user IDs to them. These groups can be
organized in any way that makes sense for your company or organization -- by location, by
organization, by job description, and so on.
Caution: Although the system allows you to modify or delete the default groups, doing so may cause
future conversion problems while upgrading and other problems. We recommend you copy the
records from the default group to a new group name and modify that. Do NOT delete or modify
default groups.
Assign users to groups so you can then create group authorizations that apply to every individual/
user ID in the group.

Authorizations
Create a Super User

A Super User can run all forms and perform all actions on all forms for which they hold a license. In
some cases, actions may have to be performed by the sa user account. For example, a user with a
SyteLine Entity module license can not access the User Modules form. In this case, you need to
access the User Modules form with the sa user account.
If you create a Super User, you do not need to set any other authorizations for this user. The Super
User status overrides all other types of authorizations.
1. Open the Users form.

2. Select the desired User ID.
3. Select the Super User field.
4. Save the record.
Assign a User to a Group

2. Select the desired User ID.
3. On the Groups tab, select the Group Name from the drop down list.
4. Save the record.
Note: When you assign a user to a group (for example, user Bob is assigned to the Accounts Payable
Group), that user gets access to all the forms associated with that group. If you want user Bob to
have most of the access associated with that group but not all, you need to edit the user
authorizations for user Bob. See Edit Authorizations for a User in a Group on page 66.
Assign a User to a Primary Group

In general, it is easier to first create the group, then assign user authorizations. This allows you to
assign each user a Primary Group that specifies authorizations without going through each user's
authorizations form by form.
1. On the Users form, select the desired User ID.
2. On the Groups tab, select the group name from the Group Name drop down list.

Authorizations
3. Select the Primary Group field.

When selected, this field indicates that the corresponding user group is a primary group. The
system uses the group designated as the Primary Group to load the correct version of customized
forms for the selected user.
Users may belong to more than one group, but only one group may be designated as the Primary
Group, and only the Primary Group is used for loading group versions of a customized form. For
example, suppose user Bob is a member of the Accounts Payable and Accounts Receivable
groups with the Accounts Receivable group marked as Bobs primary group. If the user Bob
launches a form, the system looks for a group-level customized version of that form for the
Accounts Receivable group, not the Accounts Payable group. If such a customized version exists,
and if there isn't also a user-level customized version for user Bob, then that is the form the system
will display.
View Group Authorizations

1. Open the Groups form.
2. Select the desired group name.
3. Click the Group Authorizations button. The Object Authorization for Group form opens.
4. In the Object Name field, select an object. The privileges are listed in the columns to the right,
and those privileges are either granted or not granted.
Edit Authorizations for a User in a Group

User authorizations override group authorizations. So for example, you might want user Bob to have
all of the authorizations of the accounts payable group, except for access to the Accounting Periods
form.
1. Assign a user to a group on the Users form (See Assign a User to a Group on page 65).
3. Select the user whose authorizations you want to edit.
4. Click the User Authorizations button. The Object Authorizations for User form opens.
5. In the Object Name field, select the object you wish to edit for this user. In this example, it is
AccountingPeriods.
6. Depending on what you want, change the desired privileges either to Granted or Revoked.

Authorizations
Forms Security
Form level security is checked when a user opens a form. The AccountAuthorizations table is queried
to see what privileges have been granted to the user or to the group to which the user belongs.
Change Passwords
Any user who is added to the System Administration group or designated as a super user can access
the Users form and change the password there for any other user. Users without such authorization
can change their own passwords on the User Information form shown below.
Copy User Tables

If you upgrade from one version of SyteLine 7 to another version of SyteLine 7 (example - 7.04 to
7.05) or to SyteLine (example - 7.05 to 8.03), you can copy your user and group authorizations to the
new version with the Copy User Tables utility so you dont have to set them up again.

Authorizations
Requirements
This utility should only be used when first setting up a database for use and NOT after users have
already been defined and Foreign Key references have been added.
The latest version of SyteLine must be installed and licensed before running this utility.
Note: If your latest license is for fewer users than your old license, not all users will carry forward.
When you complete the procedure, open the Users form in the new SyteLine version to check the
users. You can then make changes accordingly.
1. On the Utility Server, select Start > Programs > Infor > Tools > Copy User Table. The following
screen appears:
2. On the Source tab, enter the following information:

SQL Server Name - Enter the name of the SQL Server or select it from the list.
SQL Server Login ID - Enter your SQL Server Login ID.
SQL Server Logon Password - Enter your SQL Server Logon Password.
Use Windows Authentication - Select this field to use Windows Authentication. This means
that instead of supplying a SQL Server login/password, the server uses the username of the
person currently logged in to the Windows machine and logs in automatically.
Source Database - Select the name of the application database with the user/group
authorizations you want to copy.

Authorizations
3. Click the Target tab. The screen appears as follows:
4. On the Target tab, enter the following information:

SQL Server Name - Enter the name of the SQL Server or select it from the list.
SQL Server Login ID - Enter your SQL Server Login ID.
SQL Server Logon Password - Enter your SQL Server Logon Password.
Use Windows Authentication - Select this field to use Windows Authentication. This means
that instead of supplying a SQL Server login/password, the server uses the username of the
person currently logged in to the Windows machine and logs in automatically.
Target Database - Select the name of the application database to which you want to copy the
user/group authorizations.

Authorizations
5. Click the SyteLine Login tab. The screen appears as follows:
6. Enter the following information:

User ID - Enter your SyteLine user ID.
Password - Enter the SyteLine password associated with the user ID.
Data Source Config - Select the target application database from the drop down list.
7. Click the Copy button. The status bar shows the progress. The process can take several minutes.
Note: In the SyteLine directory on the utility server, is a file named UserTables.txt. This file lists the
tables that are copied by the Copy User Table utility.
Group Lists
The lists below contain the form name for the form, not the form title, so look for the form you want
based on the form name. In most cases, the form name and form title are similar (Bank Addresses as
the form title and BankAddresses as the form name), but not in all cases. For example, the form
name for the Bank Reconciliations form is BankCodes.

Authorizations
Note: The system provides you with default groups. You can use these groups, modify these groups,
or you can create your own. Modify or create your own groups on the Groups form. Do NOT delete
any groups.
Following is a list of the groups provided with the system and the forms to which those groups have
access or the process associated with the group. These groups are listed on the Groups form.
Select the group and then click the Group Authorizations button to see the level of authorization that
group has.
Accounts Payable Group

1099FormPrintingReport
AccountsPayableAgingReport
ActivateDeactivatePostedTransactionsAP
APAgingBuckets
APAgingBucketsDomesticCurrency
APCheckPrintingPosting
APDraftPrintingPosting
APEFTPosting
APPaymentDistribution
APPaymentDistributionQuery
APPaymentGeneration
APPayments
APPaymentsQuery
APPaymentTransactionReport
APPostedTransactionsDetail
APPostedTransactionsDetailDomesticCurrency
APPostedTransactionsDetailQuery
APPostedTransactionsSummary
APPostedTransactionsSummaryDomesticCurrency
APPostingDraftRemittance
APQuickPaymentApplication
APRecurringVoucherGeneration
APVoucherPosting
APVouchersandAdjustmentDomesticCurrency
APVouchersandAdjustments

Authorizations
APVouchersandAdjustmentsQuery
APWirePosting
CashRequirementsReport
CurrencyRevaluationUtility
DeleteAPPostedTransactions
DeleteVoucherPreregisters
DraftRemittance
DraftRemittanceDomesticCurrency
DraftRemittancePostingReport
DraftRemittanceQuery
ECSSDs
ECSSDsDomesticCurrency
ECSSDsQuery
ECVATReport
GSTInputTaxCreditReport
ManualVoucherBuilder
PaymentHoldReasons
PSTInputTaxCreditReport
PurchaseVATRegister
RecurringVoucherDistribution
RecurringVoucherDistributionDomesticCurrency
RecurringVoucherDistributionQuery
RecurringVoucherDomesticCurrency
RecurringVouchers
RecurringVouchersQuery
SiteGroups
TaxPayableReport
TaxVouchered(Parametric)Report
TaxVouchered-ParametricReport
TransactionDetailAP
TransactionDetailAPDomesticCurrency
VendorVoucher/DebitMemoReport

Authorizations
VoucherAdjustmentDistribution
VoucherAdjustmentDistributionDomesticCurrency
VoucherAdjustmentDistributionQuery
VoucherAuthorization
VoucherAuthorizationReport
VoucherListing
VoucherListingDomesticCurrency
VoucherPreregister
VoucherPreregisterDistributions
VoucherPreregisterDistributionsDomesticCurrency
VoucherPreregisterDistributionsQuery
VoucherPreregisterDomesticCurrency
VoucherPreregisterQuery
VoucherPreregisterReport
VoucherRegisterbyAccountReport
VoucherRegisterReport
VoucherTransactionReport
Accounts Receivable Group

AccountsReceivableAgingReport
ActivateDeactivatePostedTransactionsAR
ARAdjustmentPosting
ARAgingBuckets
ARAgingBucketsDomesticCurrency
ARBalanceHistory
ARDraftCancellation
ARDraftPosting
ARDraftPurge
ARDraftRemittance
ARDraftRemittanceDomesticCurrency
ARDraftRemittanceQuery
ARFinanceChargeGeneration

Authorizations
ARInvoiceCreditDebitMemoReport
ARInvoiceDueDates
ARPaymentDistributions
ARPaymentDistributionsQuery
ARPaymentMultipleDueDates
ARPaymentPosting
ARPayments
ARPaymentsQuery
ARPaymentTransactionReport
ARPostedInvoiceDueDates
ARPostedTransactionDetailDomesticCurrency
ARPostedTransactionsDetail
ARPostedTransactionsDetailQuery
ARPostedTransactionsSummary
ARPostedTransactionsSummaryDomesticCurrency
ARPostingDraftRemittance
ARQuickPaymentApplication
ARWirePosting
CashReceiptsDueReport
ConsolidatedInvoicing
CorporateCustomerReport
CurrencyRevaluationUtility
CustomerDocProfile
CustomerDocProfileQuery
CustomerStatementsReport
DeleteARPostedTransactions
DraftAgingReport
DraftDunningLetterReport
DraftTransactionReport
DunningReport
ECSalesListReport
ECSSDs

Authorizations
ECSSDsQuery
ECSupplementaryStatisticalDeclarationReport
ECVATReport
FinanceChargePosting
FinanceCharges
FinanceChargesDomesticCurrency
FinanceChargesQuery
FinanceChargeTransactionReport
GSTInvoicedReport
IncompleteSSDOrderInformationReport
InvoiceCategories
InvoiceDebitandCreditMemoSequences
InvoiceDebitandCreditMemoSequencesQuery
InvoiceListing
InvoiceListingDomesticCurrency
InvoicePayDayReport
InvoicePosting
InvoiceRevisionDayReport
InvoicesDebitandCreditMemos
InvoicesDebitandCreditMemosDomesticCurrency
InvoicesDebitandCreditMemosGLDistQuery
InvoicesDebitandCreditMemosGLDistribution
InvoicesDebitandCreditMemosGLDistributionDomestic
InvoicesDebitandCreditMemosQuery
InvoiceTransactionReport
LettersofCreditbyCustomerReport
Notes
OrderInvoicingCreditMemo
PSTInvoicedReport
RebalanceCustomerLettersofCredit
ReturnedChecks

Authorizations
SalesTaxReport
SalesVATRegister
SiteGroups
SSDTransactionListingReport
TaxInvoiced(Parametric)Report
TaxInvoiced-ParametricReport
TaxReceivableReport
TransactionDetailAR
TransactionDetailARDomesticCurrency
VoidARPostedDraft
VoidedInvoicesDebitandCreditMemos
VoidedInvoicesDebitandCreditMemosQuery
VoidInvoiceDebitandCreditMemoReasonCodes
VoidUnusedInvoices
Advanced Manufacturing Group

APSPushPassSetting
APSSitesAlternativeManagement
ComponentShortagesAPS
ComponentShortagesReportAPS
DelayDetailAPS
DemandDetailMRPAPS
DemandDetailScheduler
DemandSummaryComparisonAPSReport
DemandSummaryMRPAPS
DemandSummaryScheduler
DemandSummarywithOperationsAPSReport
ExceptionMessagePriorities
ExceptionsReport
FirmPlannedOrder
Forecast
ForecastQuery

Authorizations
InfiniteAPSMode
IntraSiteTransferDetail
IntraSiteTransferDetailFirmTransferOrder
IntraSiteTransferDetailQuery
IntraSiteTransferDetails
IntraSiteTransferDetailsQuery
IntraSiteTransferMasterDisplay
IntraSiteTransferMasterDisplayQuery
IntraSiteTransferMasterDisplayReport
IntraSiteTransferOrderActionReport
InventoryLevel
InventorySummary
InventorySummaryComparisonReport
InventorySummaryMRPAPS
ItemBottlenecksReportMRPAPS
ItemsWithNetChangeFlagSetReport
MasterPlanningDisplay
MasterPlanningDisplayQuery
MasterPlanningReport
MasterProductionSchedule
MasterProductionScheduleFirmMPSOrder
MasterProductionScheduleQuery
MaterialPlannerWorkbench
MaterialPlannerWorkbenchFirmJob
MaterialPlannerWorkbenchFirmMPSOrder
MaterialPlannerWorkbenchFirmPO
MaterialPlannerWorkbenchFirmProductionSchedule
MaterialPlannerWorkbenchFirmPurchaseRequisition
MaterialPlannerWorkbenchFirmTransferOrder
MaterialPlannerWorkbenchGeneration
MaterialPlannerWorkbenchQuery
MaterialPlannerWorkbenchSummary

Authorizations
MPSProcessor
MRPGeneration
MRPMode
MRPOrderActionReport
MRPPlanning
PeggingDisplay
PeggingDisplayQuery
PeggingReport
PlannedPhantomUsage
Planning
PlanningDetail
PlanningDetailAPS
PlanningDetailFirmJob
PlanningDetailFirmPO
PlanningDetailFirmPurchaseRequisition
PlanningDetailFirmTransferOrder
PlanningDetailQuery
PlanningHorizonCalendar
PlanningHorizonCalendarQuery
PlanningMode
PlanningParameters
PlanningSummary
PlanningSummaryQuery
PostPlannedTransferRequirements
ProjectedItemCompletionsbyResGroupReportMRPAPS
ProjectedItemCompletionsByResourceReportMRPAPS
ProjectedItemCompletionsReportMRPAPS
ResequencePlanningIntervals
ResourceGanttChart
ResourceGanttChartMRPAPS
ResourceGroupBottlenecksAPS
ResourceGroupBottlenecksReportAPS

Authorizations
ResourceGroupLoadProfileComparisonAPSReport
ResourceGroupLoadProfileMRPAPS
ResourceGroupPlan
ResourceGroupPlanQuery
ResourceGroupUtilizationMRPAPS
ResourceLoadProfileMRPAPS
ResourcePlan
ResourcePlanQuery
ResourceUtilizationMRPAPS
SupplyUsageMRPAPS
SupplyUsageReportMRPAPS
WhatIfDemands
WhatIfDemandsQuery
WhatIfItems
WhatIfItemsQuery
WhatIfOperations
WhatIfOperationsQuery
WhatIfPlannerBOMs
WhatIfPlannerBOMsQuery
WhatIfPlannerEffectivities
WhatIfPlannerEffectivitiesQuery
WhatIfPlannerItemDeliveries
WhatIfPlannerItemDeliveriesQuery
WhatIfPlannerRemoteItems
WhatIfPlannerRemoteItemsQuery
WhatIfPlanningParameters
WhatIfRoutings
WhatIfRoutingsQuery
WorkCenterSequencing
APS - Override Projected Date Group

For internal processing only

Authorizations
APS - Set Due Date < Projected Group

Auditor Group
AbsenceReasons
AccountingPeriodControlNumberSequences
AccountingPeriodControlNumberSequencesQuery
AccountingPeriods
AccountingPeriodsQuery
AccountsPayableParameters
AccountsReceivableParameters
AdvanceShipNoticeLineItems
AdvanceShipNoticeLineItemsQuery
AdvanceShipNotices
AdvanceShipNoticesQuery
ALPostedTransactions
ALPostedTransactionsAccountSummary
ALPostedTransactionsAccountSummaryQuery
ALPostedTransactionsQuery
APPaymentDistribution
APPaymentDistributionQuery
APPayments
APPaymentsQuery
ApplicantCertLicense
ApplicantCertLicenseQuery
ApplicantEducation
ApplicantEducationQuery
ApplicantExams
ApplicantExamsQuery
ApplicantMemos
ApplicantMemosQuery
ApplicantProcessing

Authorizations
ApplicantProcessingQuery
ApplicantReferences
ApplicantReferencesQuery
Applicants
ApplicantSkills
ApplicantSkillsQuery
ApplicantsQuery
ApplicantTrainingCourses
ApplicantTrainingCoursesQuery
ApplicantWorkExperience
ApplicantWorkExperienceQuery
ApplicationSources
APPostedTransactionsDetail
APPostedTransactionsDetailQuery
APPostedTransactionsSummary
APQuickPaymentApplication
APSOrderPriority
APSPushPassSetting
APVouchersandAdjustmentsQuery
ARDraftRemittance
ARDraftRemittanceQuery
ARPaymentDistributions
ARPaymentDistributionsQuery
ARPayments
ARPaymentsQuery
ARPostedTransactionsDetail
ARPostedTransactionsDetailQuery
ARPostedTransactionsSummary
ARQuickPaymentApplication
Attendance
AttendanceQuery
AwardsCitations

Authorizations
BankAddresses
BankAddressesQuery
BankCodes
BankCodesQuery
BankReconciliationReasonCodes
BatchDefinitionOperations
BatchDefinitionOperationsQuery
BatchDefinitions
BatchDefinitionsQuery
BatchedProductionOperations
BatchedProductionOperationsQuery
BatchedProductions
BatchedProductionsQuery
BatchProductionOperations
BatchSummary
BatchSummaryQuery
BillingTerms
BillingTermsQuery
BlanketReleases
BlanketReleasesQuery
BOMBulkImportConversions
BOMBulkImportConversionsQuery
BOMBulkImportErrors
BOMBulkImportErrorsQuery
BOMBulkImportMappings
BOMBulkImportMappingsQuery
BOMBulkImportParameters
BomListing
BonusDepreciationCodes
CampaignItems
Campaigns
CampaignsQuery

Authorizations
CampaignStatuses
CampaignTypes
CertificationsLicenses
ChartofAccountAllocations
ChartofAccountAllocationsQuery
ChartofAccountsBudgetandPlan
ChartofAccountsBudgetandPlanQuery
ChartofAccountsQuery
Children
ChildrenQuery
CommissionsDue
CommissionsDueQuery
CommissionTables
CommissionTablesQuery
CommodityCodes
Companies
CompaniesQuery
Competitors
CompetitorsQuery
ComponentShortagesAPS
ConsolidatedInvoicesWorkbench
ConsolidatedInvoicesWorkbenchQuery
CoProductJobOrders
CoProductJobOrdersQuery
CoproductMixes
CoproductMixesQuery
CoproductMixOperations
CoproductMixOperationsQuery
CoReturnsReasonCodes
CoReturnsReasonCodesQuery
CountryCodes
CreditHoldReasonCodes

Authorizations
CurrencyCodes
CurrencyCodesQuery
CurrencyRates
CurrencyRatesQuery
CurrentMaterials
CurrentMaterialsQuery
CurrentOperations
CurrentOperationsQuery
CurrentTimeAttendanceTransactionsListing
CustomerContractPrices
CustomerContractPricesQuery
CustomerContracts
CustomerContractsQuery
CustomerDocProfile
CustomerInteractions
CustomerInteractionsQuery
CustomerLettersOfCredit
CustomerLettersOfCreditQuery
CustomerOrderBlanketLines
CustomerOrderBlanketLinesQuery
CustomerOrderLinesChangeLog
CustomerOrderLinesQuery
CustomerOrderListing
CustomerOrderShippingErrorProcessingQuery
CustomerOrdersQuery
CustomerOrdersQuickEntry
Customers
CustomerSalesContactCrossReferences
CustomersDomesticCurrency
CustomersQuery
CustomerTypes

Authorizations
CycleCountingErrorProcessingQuery
CycleCountUpdate
DataCollectionParameters
DeductionandEarningCodes
DeductionandEarningCodesQuery
DeliveryOrderLines
DeliveryOrderLineSequences
DeliveryOrderLineSequencesQuery
DeliveryOrderLinesQuery
DeliveryOrders
DeliveryOrdersQuery
DeliveryTerms
DemandEDIParametersInterfaceSetup
Departments
DepartmentsQuery
DepartmentSupervisors
DirectDepositBanks
DirectDepositBanksQuery
Discounts
DiscountsQuery
DispositionCodes
DistributionAccounts
DistributionAccountsQuery
Divisions
DivisionsQuery
DocumentGroupManagement
DocumentObjects
DocumentObjectsQuery
DocumentTypes
DraftRemittance
DraftRemittanceQuery

Authorizations
DropShipTo
DropShipToQuery
ECNDistributionCodes
ECNPriorityCodes
ECNReasonCodes
ECSSDs
ECSSDsQuery
EDICustomerOrderBlanketLines
EDICustomerOrderBlanketLinesQuery
EDICustomerOrderBlanketReleases
EDICustomerOrderBlanketReleasesQuery
EDICustomerOrderLines
EDICustomerOrderLinesQuery
EDICustomerOrders
EDICustomerOrdersErrorLog
EDICustomerOrdersQuery
EDICustomerProfiles
EDICustomerProfilesQuery
EDIPurchaseOrderAckBlnLineReleasesQuery
EDIPurchaseOrderAckLinesQuery
EDIPurchaseOrderAcknowledgmentBlnLineReleases
EDIPurchaseOrderAcknowledgmentErrors
EDIPurchaseOrderAcknowledgmentLines
EDIPurchaseOrderAcknowledgments
EDIPurchaseOrderAcknowledgmentsQuery
EDIVendorProfiles
EDIVendorProfilesQuery
EducationMajors
EEOClasses
ElectronicSignatureAuthorizers
ElectronicSignatureAuthorizersQuery
ElectronicSignatureReasonCodes

Authorizations
ElectronicSignatureRecordsReport
ElectronicSignatureSetup
EmergencyContacts
EmergencyContactsQuery
EmployeeAwards
EmployeeAwardsQuery
EmployeeCertLicense
EmployeeCertLicenseQuery
EmployeeEducation
EmployeeEducationQuery
EmployeeExams
EmployeeExamsQuery
EmployeeInjuries
EmployeeInjuriesQuery
EmployeeInsurance
EmployeeInsuranceQuery
EmployeeMemos
EmployeeMemosQuery
EmployeePerformanceReviews
EmployeePerformanceReviewsQuery
EmployeePositionHistory
EmployeePositionHistoryQuery
EmployeePositions
EmployeePositionsQuery
EmployeeProcessing
EmployeeProcessingQuery
EmployeeReimbursementPlans
EmployeeReimbursementPlansQuery
Employees
EmployeeSalary
EmployeeSalaryQuery
EmployeeSickLeave

Authorizations
EmployeeSickLeaveQuery
EmployeeSkills
EmployeeSkillsQuery
EmployeesQuery
EmployeeStatus
EmployeeStatusQuery
EmployeeTrainingCourses
EmployeeTrainingCoursesQuery
EmployeeVacation
EmployeeVacationQuery
EmployeeWorkExperience
EmployeeWorkExperienceQuery
EmploymentEligibility
EmploymentEligibilityQuery
EndUserTypes
EndUserTypesQuery
EngineeringChangeNoticeItems
EngineeringChangeNoticeItemsQuery
EngineeringChangeNotices
EngineeringChangeNoticesQuery
EstimateCommissionDistribution
EstimateCommissionDistributionQuery
EstimatedMaterialsQuery
EstimatedOperations
EstimatedOperationsQuery
EstimateInvoiceMilestones
EstimateInvoiceMilestonesQuery
EstimateJobOrders
EstimateJobOrdersQuery
EstimateLines
EstimateLinesQuery
EstimateProjectResources

Authorizations
EstimateProjectResourcesQuery
EstimateProjects
EstimateProjectsQuery
EstimateProjectTasks
EstimateProjectTasksQuery
EstimateRevenueMilestones
EstimateRevenueMilestonesQuery
Estimates
EstimatesQuery
EstimatesQuickEntry
EstimationWorksheet
EthnicID
EvaluationCodes
Exams
ExciseCurrencyRates
ExternalPayrollInterfaceParameters
ExternalPayrollInterfaceParametersQuery
ExtSystemTransLogs
FamilyCodes
FamilyCodesQuery
FeatureGroupQualifiers
FeatureGroupQualifiersQuery
FeatureGroupRanks
FeatureGroupRanksQuery
FeatureGroupReRank
FeatureGroups
FeatureGroupsQuery
FinanceCharges
FinanceChargesQuery
FixedAssetClassCodes
FixedAssetClassCodesQuery
FixedAssetCosts

Authorizations
FixedAssetCostsQuery
FixedAssetDepreciation
FixedAssetDepreciationQuery
FixedAssetDepreciationTables
FixedAssetDepreciationTablesQuery
FixedAssetDisposal
FixedAssetDisposalDistributions
FixedAssetDisposalDistributionsQuery
FixedAssetDisposalQuery
FixedAssetParameters
FixedAssets
FixedAssetsQuery
FixedAssetTransfer
FixedAssetTransferQuery
Forecast
ForecastQuery
GeneralParameters
GlobalItems
GlobalItemsQuery
GLPostedTransactions
GLPostedTransactionsAccountSummary
GLPostedTransactionsAccountSummaryQuery
GLPostedTransactionsQuery
GoodsReceivingNotes
GoodsReceivingNotesLandedCosts
GoodsReceivingNotesLandedCostsQuery
GoodsReceivingNotesLines
GoodsReceivingNotesLinesQuery
GoodsReceivingNotesQuery
HistoryCommissionDistribution
HistoryCommissionDistributionQuery
HistoryCustomerOrderBlanketLines

Authorizations
HistoryCustomerOrderBlanketLinesQuery
HistoryCustomerOrderBlanketReleases
HistoryCustomerOrderBlanketReleasesQuery
HistoryCustomerOrderLines
HistoryCustomerOrderLinesQuery
HistoryCustomerOrders
HistoryCustomerOrdersQuery
HistoryEngineeringChangeNoticeItems
HistoryEngineeringChangeNoticeItemsQuery
HistoryEngineeringChangeNotices
HistoryEngineeringChangeNoticesQuery
HistoryEstimateLines
HistoryEstimateLinesQuery
HistoryEstimates
HistoryEstimatesQuery
HistoryOrderShipments
HistoryPurchaseOrderBlanketLineReleases
HistoryPurchaseOrderBlanketLines
HistoryPurchaseOrderBlanketLinesQuery
HistoryPurchaseOrderBlanketReleasesQuery
HistoryPurchaseOrderLandedCosts
HistoryPurchaseOrderLandedCostsQuery
HistoryPurchaseOrderLines
HistoryPurchaseOrderLinesQuery
HistoryPurchaseOrderReceipts
HistoryPurchaseOrders
HistoryPurchaseOrdersQuery
HistoryTimeandAttendanceTransactionsListing
Holidays
HumanResourcesParameters
I9Documents
I9DocumentsQuery

Authorizations
Inbox
IncoDeliveryTerms
IndirectLaborCodes
IndirectLaborCodesQuery
Insurance
InsuranceQuery
InteractionTopics
InterSiteParameters
InterSiteParametersQuery
Interviews
InterviewsQuery
InventoryAdjustmentReasonCodes
InventoryAdjustmentReasonCodesQuery
InventoryParameters
InvoiceCategories
InvoiceListing
InvoiceMilestoneNominationQuery
InvoiceMilestones
InvoiceMilestonesQuery
InvoicesDebitandCreditMemosGLDistQuery
InvoicesDebitandCreditMemosGLDistribution
InvoicesDebitandCreditMemosQuery
ISOCountryCodes
ISOCurrencyCodes
ISOUMCodes
ItemAttributes
ItemAvailability
ItemAvailabilityQuery
ItemCategories
ItemCategoriesQuery

Authorizations
ItemCosts
ItemCostsQuery
ItemInitialization
ItemInitializationQuery
ItemLIFOFIFODetail
ItemLIFOFIFODetailQuery
ItemLIFOFIFOSummary
ItemLotLocations
ItemLotLocationsQuery
ItemOnHandQuantities
ItemPricing
ItemPricingQuery
Items
ItemsQuery
ItemStockroomLocations
ItemStockroomLocationsQuery
ItemWarehouseCosts
ItemWarehouseCostsQuery
ItemWarehouses
ItemWarehousesQuery
JobErrorProcessingQuery
JobMaterials
JobMaterialsListing
JobMaterialsQuery
JobMaterialTransactionsErrorProcessingQuery
JobOperations
JobOperationsQuery
JobOrdersQuery
JobReceiptErrorProcessingQuery
JobTransactions
JobTransactionsQuery
JournalAccountSummary

Authorizations
JournalEntries
JournalEntriesQuery
Journals
JournalsQuery
JustInTimeProductionErrorProcessingQuery
LanguageIDs
Leads
LeadsQuery
LeadStatuses
LinkedChartOfAccountToUnitCode1
Locations
LocationsQuery
LotAttributes
Lots
LotsQuery
MasterPlanningDisplay
MasterPlanningDisplayQuery
MasterProductionSchedule
MasterProductionScheduleQuery
MaterialPlannerWorkbenchQuery
MaterialTransactions
MaterialTransactionsQuery
MemoTopics
MilitaryService
MiscellaneousIssuesReasonCodes
MiscellaneousIssuesReasonCodesQuery
MiscellaneousReceiptReasonCodes
MiscellaneousReceiptReasonCodesQuery
MiscIssue/ReceiptAndQtyAdjustErrorProcessingQuery

Authorizations
MultiCurrencyParameters
MultiLIngualItem
MultiLingualOrderInvoice
MultiLingualOrderInvoiceQuery
MultiLingualPurchaseOrders
MultiLingualPurchaseOrdersQuery
MultiLingualShipVia
MultiLingualTerms
MultiSiteCustomers
MultiSiteCustomersQuery
MultiSiteItems
MultiSiteItemsQuery
MultiSiteShipTos
MultiSiteShipTosQuery
MultiSiteVendors
MultiSiteVendorsQuery
NatureofTransactionCodes
Notes
ObjectDocuments
ObjectNotes
ObsoleteSlowMovingReasonCodes
Offices
OfficesQuery
Opportunities
OpportunitiesQuery
OpportunityCompetitorCrossReferences
OpportunityLostReasons
OpportunityMemberCrossReferences
OpportunitySources
OpportunityStages
OpportunityStatuses
OpportunityTasks

Authorizations
OpportunityTasksQuery
OpportunityTaskTypes
OpportunityWonReasons
OptionsDefaults
OptionsDefaultsQuery
OrderShipments
OrderShipmentsQuery
PackingSlipQuery
PaymentHoldReasons
PayrollDistribution
PayrollDistributionQuery
PayrollforPayPeriodQuery
PayrollHours
PayrollHoursQuery
PayrollLogHoursforPayPeriod
PayrollLogHoursforPayPeriodQuery
PayrollProcessingQuery
PeggingDisplay
PeggingDisplayQuery
PendingJobLaborTransactions
PendingJobLaborTransactionsQuery
PendingMaterialTransactions
PendingMaterialTransactionsQuery
PendingSerialTransactions
PeriodSortingMethods
PeriodSortingMethodsQuery
PhysicalInventoryErrorProcessingQuery
PiecesDimensions
PlannedPhantomUsage
PlanningDetail
PlanningDetailAPS
PlanningDetailQuery

Authorizations
PlanningHorizonCalendar
PlanningHorizonCalendarQuery
PlanningParameters
PlanningSummary
PlanningSummaryQuery
POChangeOrders
POChangeOrdersQuery
PositionChangeReasons
PositionClassifications
PositionRequirements
Positions
PositionsQuery
PostedJobTransactionsListing
PreassignedLotLabelsReport
PreassignedSerialLabelsReport
PriceCodes
PriceFormula
PriceFormulaQuery
PriceMatrix
PriceMatrixQuery
ProblemCodes
ProcessDefaults
ProcessingSteps
ProductCodes
ProductCodesQuery
ProductConfigurationList
ProductionScheduleCompleteErrorProcessingQuery
ProductionScheduleItemsQuery
ProductionScheduleMaterials
ProductionScheduleMaterialsQuery
ProductionScheduleOperations
ProductionScheduleOperationsQuery

Authorizations
ProductionScheduleReleaseMaterials
ProductionScheduleReleaseMaterialsQuery
ProductionScheduleReleaseOperations
ProductionScheduleReleaseOperationsQuery
ProductionSchedules
ProductionScheduleScrapErrorProcessingQuery
ProductionSchedulesQuery
ProgressiveBillings
ProgressiveBillingsQuery
ProjectAdvanceShipNoticeLineItems
ProjectAdvanceShipNoticeLineItemsQuery
ProjectAdvanceShipNotices
ProjectAdvanceShipNoticesQuery
ProjectCostCodes
ProjectCostCodesQuery
ProjectJobAccumlatedCostByPeriod
ProjectJobPeriodCosts
ProjectLaborTransactionDomesticCurr
ProjectLaborTransactions
ProjectLaborTransactionsQuery
ProjectResources
ProjectResourceShippingQuery
ProjectResourcesQuery
ProjectResourcesType
ProjectRetentionCodes
ProjectRetentionCodesQuery
Projects
ProjectsQuery
ProjectTasks
ProjectTasksQuery
ProjectTransactions
ProjectTransactionsQuery

Authorizations
ProjectTypes
ProjectWIPAdjustmentsQuery
Property
ProspectInteractions
ProspectInteractionsQuery
Prospects
ProspectSalesContactCrossReferences
ProspectsQuery
ProvStates
PurchaseOrderBlanketLines
PurchaseOrderBlanketLinesQuery
PurchaseOrderBlanketReleases
PurchaseOrderBlanketReleasesQuery
PurchaseOrderLandedCosts
PurchaseOrderLandedCostsDomesticCurrency
PurchaseOrderLandedCostsQuery
PurchaseOrderLines
PurchaseOrderLinesBlanketReleasesQuery
PurchaseOrderLinesQuery
PurchaseOrderListing
PurchaseOrderReceipts
PurchaseOrderReceivingErrorProcessingQuery
PurchaseOrderRequisitionCodes
PurchaseOrderRequisitionLines
PurchaseOrderRequisitionLinesQuery
PurchaseOrderRequisitions
PurchaseOrderRequisitionsQuery
PurchaseOrderReturnReasonCodes
PurchaseOrderReturnReasonCodesQuery
PurchaseOrders
PurchaseOrdersQuery
PurchaseOrdersQuickEntry

Authorizations
PurchasingParameters
QuantityMoveErrorProcessingQuery
ReaderConfiguration
ReaderConfigurationQuery
RecurringVoucherDistribution
RecurringVoucherDistributionDomesticCurrency
RecurringVoucherDistributionQuery
RecurringVoucherDomesticCurrency
RecurringVouchersQuery
ReimbursementPlans
ReimbursementPlansQuery
RelatedItemReasonCodes
ResequencePlanningIntervals
ReservationsForItem
ReservationsforOrder
ReservationsforOrderQuery
ResourceGroupBottlenecksAPS
ResourceGroupPlan
ResourceGroupPlanQuery
ResourceGroupQueue
ResourceGroups
ResourceGroupSchedule
ResourceGroupScheduleQuery
ResourceGroupSequencing
ResourceGroupsQuery
ResourcePlan
ResourcePlanQuery
ResourceQueue
Resources
ResourceSchedule
ResourceScheduleQuery
ResourceSequencing

Authorizations
ResourcesQuery
ResourceTypes
RetransmitEDIAdvanceShippingNoticesListing
RetransmitEDIInvoicesListing
RetransmitEDIPlanningSchedulesListing
RetransmitEDIPurchaseOrdersListing
RetransmitEDIShipSchedulesListing
RetransmitPOAcknowledgmentsListing
ReusableNotes
RevenueMilestoneNominationQuery
RevenueMilestones
RevenueMilestonesQuery
ReviewTypes
RMALineItems
RMALineItemsQuery
RMAParameters
RMAReturnReasonCodes
RMAReturnReasonCodesQuery
RMAs
RMAsQuery
SalaryChangeReasons
SalesContactGroups
SalesContactGroupsQuery
SalesContactInteractions
SalesContactInteractionsQuery
SalesContacts
SalesContactSalespersonCrossReferences
SalesContactsQuery
SalesForecasts
SalesForecastsQuery
SalesPeriods
SalespersonClassifications

Authorizations
SalespersonCommissionDistribution
SalespersonCommissionDistributionQuery
SalesPersons
SalesPersonsQuery
SalesTeamMemberCrossReferences
SalesTeams
SalesTeamsQuery
ScrapReasonCodes
SecondaryNatureofTransactionCodes
SeparationAttributes
SerialNumbers
SerialNumbersForItemLotLocations
SerialNumbersQuery
SetTagSheetControls
SetupGroups
SetupMatrix
SFCTransactionsAwaitingPostFromDC
ShiftCodes
ShiftCodesQuery
ShipCodes
ShippingProcessingLineReleases
ShippingProcessingLineReleasesQuery
ShippingProcessingOrdersQuery
ShipTos
ShipTosQuery
ShopCalendars
ShopCalendarsQuery
ShopFloorControlParameters
SickLeaveParameters
SiteEntities
Skills
StandardMaterials

Authorizations
StandardMaterialsQuery
StandardOperations
StandardOperationsQuery
SubordinateCustomerListing
SupplyUsageMRPAPS
SuspendedUpdates
SystemUserNotes
TamperedElectronicSignatureRecordsReport
TaxCodes
TaxCodesExempt
TaxCodesExemptQuery
TaxCodesForItemsByJurisdiction
TaxCodesForItemsByJurisdictionQuery
TaxCodesQuery
TaxFreeExports
TaxFreeExportsQuery
TaxFreeImportItems
TaxFreeimportItemsQuery
TaxFreeImports
TaxFreeImportsQuery
TaxJurisdictions
TaxJurisdictionsQuery
TaxParameters
TaxSystems
TaxSystemsQuery
TerminationReasons
Territories
TimeAttendanceErrorProcessingQuery
TimeAttendanceLog
TimeAttendanceMonitor
TimePhasedInventoryStatus
TrainingCourses

Authorizations
TrainingCoursesQuery
TransactionDetailAP
TransactionDetailAR
TransactionDetailProjectLaborTransaction
TransactionDetailVoucherPreRegister
TransferLossReasonCodes
TransferLossReasonCodesQuery
TransferOrderLandedCosts
TransferOrderLandedCostsQuery
TransferOrderLineItems
TransferOrderLineItemsQuery
TransferOrderParameters
TransferOrderReceiveErrorProcessingQuery
TransferOrderReturnReasonCodes
TransferOrderReturnReasonCodesQuery
TransferOrders
TransferOrderShipErrorProcessingQuery
TransferOrdersQuery
TransferOrdersQuickEntry
TransferPackingSlipQuery
UMs
UnitCode1s
UnitCode2s
UnitCode3s
UnitCode4s
UnitOfMeasureConversion
UnitOfMeasureConversionQuery
UnpostedJobTransactionsListing
UnpostedJobTransactionsQuery
UserCalendar

Authorizations
VacationParameters
VacationParametersQuery
VendorCategories
VendorCategoriesQuery
VendorContractPrices
VendorContractPricesQuery
VendorContracts
VendorContractsQuery
VendorDocProfile
VendorDocProfileQuery
VendorInteractions
VendorInteractionsQuery
VendorLettersOfCredit
VendorLettersOfCreditQuery
Vendors
VendorsQuery
VoidedInvoicesDebitandCreditMemos
VoidedInvoicesDebitandCreditMemosQuery
VoidInvoiceDebitandCreditMemoReasonCodes
VoucherAdjustmentDistribution
VoucherAdjustmentDistributionQuery
VoucherListing
VoucherPreregister
VoucherPreregisterDistributions
VoucherPreregisterDistributionsQuery
VoucherPreregisterQuery
W2StatesToBeConsolidated
WantAds
WantAdUsage
WantAdUsageQuery
Warehouses
WarehousesQuery

Authorizations
WhereUsedAbsenceReasons
WhereUsedApplicationSources
WhereUsedBonusDepreciationCodes
WhereUsedCountryCodes
WhereUsedCustomerOrders
WhereUsedDepartments
WhereUsedDirectDepositBanks
WhereUsedDispositionCodes
WhereUsedDistributionAccounts
WhereUsedDropShipTo
WhereUsedEDICustomerProfiles
WhereUsedEEOClasses
WhereUsedEmployeeCertLicense
WhereUsedEmployeeStatus
WhereUsedEstimateProjectTasks
WhereUsedExams
WhereUsedFixedAssetClassCodes
WhereUsedIndirectLaborCodes
WhereUsedJobOrders
WhereUsedLocations
WhereUsedMilitaryService
WhereUsedPositionChangeReasons
WhereUsedPositionClassifications
WhereUsedPriceCodes
WhereUsedProjectCostCodes
WhereUsedProjectTasks
WhereUsedProjectTypes
WhereUsedProv/State
WhereUsedPurchaseOrderRequisitionCodes
WhereUsedReasonCodes
WhereUsedResourceGroups
WhereUsedResources

Authorizations
WhereUsedSalaryChangeReasons
WhereUsedShipViaCodes
WhereUsedShopCalendars
WhereUsedSickLeaveParameters
WhereUsedWarehouses
WorkBreakdownStructure
WorkBreakdownStructureQuery
WorkCenterLaborErrorProcessingQuery
WorkCenterMachineTimeErrorProcessingQuery
WorkCenterMaterialErrorProcessingQuery
WorkCenters
WorkCentersQuery
WorkExperience
Credit Field Update Group

Customer Portal Group

Note: For Customer Portal, you must have object authorizations on the Middleware level, not the
form level. These authorizations can be seen on the Object Authorization for Group form.
AccountAuthorizations
EventMessages
LanguageIDs
Licenses
PasswordParameters
PortalBillingAddress
PortalBillingContact
PortalCompanyGeneral
PortalOrderContact
PortalShipToAddress
PortalShipToContact
PublicationSubscribers

Authorizations
SLArparms
SLArtranAlls
SLCoitems
SLCoitemShps
SLCoParms
SLCos
SLCoShips
SLCurrencyCodes
SLCustAddrs
SLCustomers
SLDocumentObjectGroupViews
SLInteractionDetails
SLInteractions
SLInteractionTopicLangs
SLInteractionTopics
SLInvHdrs
SLInvItemAlls
SLInvparms
SLItemCategories
SLItemCategoryHierarchies
SLItemcusts
SLItems
SLItemwhses
SLParms
SLPortalCompanyProfile
SLPortalCompanyShipTos
SLRelatedItems
SLRmaitems
SLRmas
UserEmails
UserGroupMaps
UserNames

Authorizations
Data Collection Group

BarcodedEmployeeBadgesReport
BarcodedIntermecUtilityMenuReport
BarcodedItemLabelsReport
BarcodedReaderMenuReport
BarcodedResourcesReport
ChangeWarehouse
CurrentTimeAttendanceTransactionsListing
CustomerOrderShippingErrorProcessing
CustomerOrderShippingErrorProcessingQuery
CycleCountingErrorProcessing
CycleCountingErrorProcessingQuery
DataCollectionParameters
GenerateAntaresConfiguration
HistoryTimeandAttendanceTransactionsListing
JobErrorProcessing
JobMaterialTransactionsErrorProcessing
JobReceiptErrorProcessing
JobReceiptErrorProcessingQuery
JustInTimeProductionErrorProcessing
JustInTimeProductionErrorProcessingQuery
MiscIssue/ReceiptAndQtyAdjustErrorProcessing
MiscIssue/ReceiptAndQtyAdjustErrorProcessingQuery
PhysicalInventoryErrorProcessing
PhysicalInventoryErrorProcessingQuery
ProductionScheduleCompleteErrorProcessing
ProductionScheduleCompleteErrorProcessingQuery
ProductionScheduleScrapErrorProcessing
ProductionScheduleScrapErrorProcessingQuery

Authorizations
PurchaseOrderReceivingErrorProcessing
PurchaseOrderReceivingErrorProcessingQuery
PurgeCustomerOrderShippingTransactions
PurgeCycleCountTransactions
PurgeJITProductionTransactions
PurgeJobMachineAndWorkCenterTransactions
PurgeJobMaterialTransactions
PurgeJobReceiptTransactions
PurgeMiscIssue/ReceiptAndQtyAdjustTransactions
PurgeProductionScheduleTransactions
PurgePurchaseOrderReceivingTransactions
PurgeQuantityMoveTransactions
PurgeTimeAttendanceLogTransactions
PurgeTimeAttendanceTransactions
PurgeTransferOrderShipReceiveTransactions
PurgeWorkCenterMaterialTransactions
QuantityMoveErrorProcessing
QuantityMoveErrorProcessingQuery
ReaderConfiguration
ReaderConfigurationQuery
SFCTransactionsAwaitingPostFromDC
TimeAttendanceErrorProcessing
TimeAttendanceErrorProcessingQuery
TimeAttendanceLog
TimeAttendanceLogTransactionsReport
TimeAttendanceMonitor
TransferOrderReceiveErrorProcessing
TransferOrderReceiveErrorProcessingQuery
TransferOrderShipErrorProcessing
TransferOrderShipErrorProcessingQuery
ValidateAntaresConfiguration

Authorizations
ValidateDataCollectionTransactions
WorkCenterLaborErrorProcessing
WorkCenterLaborErrorProcessingQuery
WorkCenterMachineTimeErrorProcessing
WorkCenterMachineTimeErrorProcessingQuery
WorkCenterMaterialErrorProcessing
WorkCenterMaterialErrorProcessingQuery
Data Collection Hide Costs Group

JobErrorProcessing
JobMaterialTransactionsErrorProcessing
Data Collection IDO Group (Web-based DC Transaction Group)

Note: If you are a Web-based Data Collection user, you must have object authorizations on the
Middleware level, not the form level. These authorizations can be seen on the Object Authorizations
for User form.
AccountAuthorizations
MGCore.ApplicationMessages
MGCore.LanguageIDs
MGCore.UserModules
MGCore.UserNames
SL.SLCoItems
SL.SLCos
SL.SLDccos
SL.SLDcItems
SL.SLDcjits
SL.SLDcjms
SL.SLDcmoves
SL.SLDcparms
SL.SLDcphyinvs

Authorizations
SL.SLDcpos
SL.SLDcPss
SL.SLDcsfcs
SL.SLDctas
SL.SLDctrans
SL.SLDcwcs
SL.SLEmployees
SL.SLIndCodes
SL.SLItemlocs
SL.SLItems
SL.SLJobmatls
SL.SLJobRoutes
SL.SLJobs
SL.SLLotLocs
SL.SLLots
SL.SLMSMoves
SL.SLObjectMainMessages
SL.SLParms
SL.SLPhyinvs
SL.SLPickMachByWcs
SL.SLPoItems
SL.SLPos
SL.SLPsitems
SL.SLReasons
SL.SLResrc000s
SL.SLShifts
SL.SLTransfers
SL.SLUMs
SL.SLUserLocals
SL.SLWcs
SL.SLWhses

Authorizations
Delivery Orders Group

BillofLadingReport
ChangeDOBOLStatusUtility
CopyDeliveryOrders
CustomerDocProfile
DeleteDeliveryOrders
DeliveryOrderLines
DeliveryOrderLinesDomesticCurrency
DeliveryOrderLineSequencesDomesticCurrency
DeliveryOrders
DeliveryOrdersDomesticCurrency
DeliveryOrdersQuery
GenerateDeliveryOrderLineSequences
MassDOAssignment
PrintDeliveryOrderASNGenerateEDIASN
PrintDeliveryOrderPackingSlipReport
PrintDeliveryOrderProFormaInvoiceReport
Delivery Orders Hide Prices Group

DeliveryOrderLines
DeliveryOrders
DeliveryOrdersDomesticCurrency
DeliveryOrdersLines
DeliveryOrdersLineSequences
DeliveryOrdersLineSequencesQuery

Authorizations
DeliveryOrdersLinesQuery
DeliveryOrdersQuery
Engineering Change Notices Group

ChangeECNLineStatus
ChangeECNStatusUtility
ChangeItemRevision
CopyEngineeringChangeNotices
ECNbyItemReport
ECNDistributionCodes
ECNPriorityCodes
ECNReasonCodes
ECNReport
ECNStatusReport
EngineeringChangeNotices
EngineeringChangeNoticesQuery
HistoryEngineeringChangeNotices
HistoryEngineeringChangeNoticesQuery
JobsAffectedbyEngineeringChangeNoticesReport
MaterialSubstitutionECNItemGeneration
Notes
PostEngineeringChangeNotice
ReusableNotes
Engineering Change Notices Approve Group

Change an ECN's status from Requested to Approved

Authorizations
Engineering Change Notices Est Delete Group

Delete an ECN estimate
Engineering Change Notices Est Insert Group

Engineering Change Notices Est Update Group

Engineering Change Notices Est View Costs Group

Engineering Change Notices Job Delete Group

Delete an ECN job
Engineering Change Notices Job Insert Group

Engineering Change Notices Job Update Group

Engineering Change Notices Job View Costs Group

Engineering Change Notices Post Group

Perform the posting process in the PostEngineeringChangeNotice form
Engineering Change Notices Std Delete Group

Delete an ECN

Authorizations
Engineering Change Notices Std Insert Group

Engineering Change Notices Std Update Group

Engineering Change Notices Std View Costs Group

Engineering Change Notices Hide Costs Group

Electronic Data Interchange Group

CARaSCommodityCodeExtraction
CARaSCustomerAddressExtraction
CARaSCustomerAddressMaintenanceReport
CARaSPartsExtraction
CARaSPartsReport
CARaSShipViaExtraction
EDIAccumulativeCharges
EDICustomerOrderBlanketLines
EDICustomerOrderBlanketLinesDomesticCurrency
EDICustomerOrderBlanketLinesQuery
EDICustomerOrderBlanketReleases
EDICustomerOrderBlanketReleasesDomesticCurrency
EDICustomerOrderBlanketReleasesQuery

Authorizations
EDICustomerOrderLines
EDICustomerOrderLinesDomesticCurrency
EDICustomerOrderLinesQuery
EDICustomerOrders
EDICustomerOrdersDomesticCurrency
EDICustomerOrdersErrorLog
EDICustomerOrdersQuery
EDICustomerProfiles
EDICustomerProfilesQuery
EDIEstimatedTotalCharges
EDIPurchaseOrderAckBlnLineReleasesDomesticCurrency
EDIPurchaseOrderAckBlnLineReleasesQuery
EDIPurchaseOrderAckLinesDomesticCurrency
EDIPurchaseOrderAckLinesQuery
EDIPurchaseOrderAcknowledgmentBlnLineReleases
EDIPurchaseOrderAcknowledgmentDomesticCurrency
EDIPurchaseOrderAcknowledgmentErrors
EDIPurchaseOrderAcknowledgmentLines
EDIPurchaseOrderAcknowledgments
EDIPurchaseOrderAcknowledgmentsQuery
EDIPurchaseOrderChangeReport
EDIPurchaseOrderRequirementReport
EDIPurchaseOrderStatusReport
EDITransactionLoadRoutine
EDITransactionLogReport
EDITransactionUnloadRoutine
EDIVendorProfiles
EDIVendorProfilesQuery
ExtractEDIPlanningSchedules
InboundPOAcknowledgmentReport
InboundPurchaseOrderErrorReport
InboundVendorInvoiceReport

Authorizations
InboundVendorShipNoticeReport
OutboundEDIInvoiceReport
OutboundPlanningScheduleReport
OutboundPOAcknowledgmentReport
OutboundPurchaseOrderReport
OutboundShippingNoticeReport
OutboundShippingScheduleReport
PurgeEDIAdvanceShippingNotices
PurgeEDICustomerOrders
PurgeEDIInvoices
PurgeEDIPlanningSchedules
PurgeEDIPOAcknowledgments
PurgeEDIPOAcknowledgmentsInbound
PurgeEDIPurchaseOrders
PurgeEDIShipSchedules
PurgeEDIVendorInvoices
PurgeEDIVendorShipNotices
RetransmitEDIAdvanceShippingNotices
RetransmitEDIAdvanceShippingNoticesListing
RetransmitEDIInvoices
RetransmitEDIInvoicesListing
RetransmitEDIPlanningSchedules
RetransmitEDIPlanningSchedulesListing
RetransmitEDIPurchaseOrders
RetransmitEDIPurchaseOrdersListing
RetransmitEDIShipSchedules
RetransmitEDIShipSchedulesListing
RetransmitPOAcknowledgments
RetransmitPOAcknowledgmentsListing
SupplyEDIParametersInterfaceSetup
TransactionSummaryReport
WhereUsedEDICustomerProfiles

Authorizations
Electronic Data Interchange Hide Costs Group

Employee Hourly Group

Employee Salaried Group

Enter Out Of Date Range Group

Entity Forms Group

AccountingPeriods
AccountUnitCodeRemovalUtility
AuthorizationGroups
AuthorizationUsers
BackgroundQueue
BackgroundQueueSetup
BGTaskDefinitions
BGTaskDefinitionsQuery
BGTaskHistory
BGTaskHistoryQuery
Calculator
ChangeReportsToEntity
ChangeSite
ChartOfAccountAllocations
ChartOfAccountAllocationsQuery
ChartOfAccountBudgetAndPlan

Authorizations
ChartOfAccountBudgetAndPlanQuery
ChartOfAccounts
ChartOfAccountsQuery
ComponentAuthorizationGroups
ComponentAuthorizationUsers
CompressGeneralLedgerTransactions
CopyUnitCodesToAccounts
CountryCodes
CurrencyCodes
CurrencyCodesQuery
CurrencyRates
CurrencyRatesQuery
ExciseCurrencyRates
FinancialReportAccountCheck
FinancialReportLineCopyUpdate
FinancialReportLineGeneration
FinancialStatementDefinition
FinancialStatementDefinitionColumns
FinancialStatementDefinitionColumnsQuery
FinancialStatementDefinitionQuery
FinancialStatementGroups
FinancialStatementGroupsQuery
FinancialStatementLineDefinition
FinancialStatementLineDefinitionQuery
FinancialStatementLineResequence
FinancialStatementOutput
FinancialStatementOutputGetGroup
FinancialStatementPreview
GeneralLedger
GeneralLedgerCheckInformationReport
GeneralLedgerTransactionReport
GeneralLedgerWorksheetReport

Authorizations
GeneralParameters
GroupsMaint
GroupsMaintQuery
InactiveAccountNumbersReport
ISOCountryCodes
ISOCurrencyCodes
ISOUMCodes
ManualReplicationUtility
MultiSiteChartCopy
RebalanceLedgerPeriodTotals
RefreshAcctUnitCombinations
ReplicationCategories
ReplicationCategoriesQuery
ReplicationManagement
ReplicationRules
ReplicationRulesQuery
SiteEntities
SiteEntitiesQuery
SiteGroups
StdGraphDefinition
TransactionDetailAP
TransactionDetailAR
TransactionDetailMaterialTransaction

Authorizations
TransactionDetailMaterialTransactionDomesticCurr
TransactionDetailMaterialTransactionDomesticCurren
TransactionDetailVoucherPreRegisterDomesticCurr
TransactionDetailVoucherPreRegisterDomesticCurrenc
TrialBalance
TriggerManagement
UnitCode1s
UnitCode2s
UnitCode3s
UnitCode4s
UnitCodeReplacementUtility
UnlockLockedFunctions
UnlockLockedJournals
Update_AllTables
UsersMaint
UsersMaintQuery
VerifyReportsToAccountsReport
ERP Configuration Group

ConfigurationPurgeUtility
ConfigurationValues
Estimating Group
CopyOrdersAndEstimates
CustomerDocProfile
EstimateCommissionDistribution
EstimateCommissionDistributionQuery
EstimatedMaterials

Authorizations
EstimatedOperations
EstimatedTotalCharges
EstimateJobBillofMaterialProcessor
EstimateJobBOMCostRollUp
EstimateJobIndentedBOMReport
EstimateJobOrders
EstimateJobOrdersQuery
EstimateJobRoutingReport
EstimateLines
EstimateLinesDomesticCurrency
EstimateLinesQuery
EstimateResponseFormReport
Estimates
EstimatesDomesticCurrency
EstimatesQuery
EstimatesQuickEntry
EstimateStatusReport
ExportRoutingBOM
HistoryEstimateLinesDomesticCurrency
HistoryEstimates
HistoryEstimatesDomesticCurrency
MaterialAvailabilityReport
MoveEstimatesToHistoryUtility
Estimating Costs
EstimateJobCostDetailReport
EstimatesbyProfitReport
EstimatesQuickEntry

Authorizations
EstimateWorksheetReport
EstimationWorksheet
Estimating Hide Costs Group

EstimatedMaterials
EstimatedOperations
EstimateLines
EstimateLinesQuery
Estimates
EstimatesQuery
EstimatesQuickEntry
EstimateStatusReport
HistoryEstimates
Estimating Hide Prices Group

EstimateLines
EstimateLinesDomesticCurrency
EstimateLinesQuery
EstimateResponseFormReport
Estimates
EstimatesQuery
EstimatesQuickEntry

Authorizations
HistoryEstimateLinesDomesticCurrency
HistoryEstimates
External Financial Interface Forms Group

ExternalFinancialInterfaceDataRequestUtility
ExternalFinancialInterfaceParameters
Fixed Assets Group

BonusDepreciationCodes
DisposalPosting
FixedAssetAcquisitionReport
FixedAssetClassCodes
FixedAssetClassCodesQuery
FixedAssetClassificationReport
FixedAssetCostReport
FixedAssetCosts
FixedAssetCostsQuery
FixedAssetCurrentDepreciationReport
FixedAssetDepreciation
FixedAssetDepreciationPosting
FixedAssetDepreciationQuery
FixedAssetDepreciationTables
FixedAssetDepreciationTablesQuery
FixedAssetDisposal
FixedAssetDisposalDistributions
FixedAssetDisposalDistributionsQuery
FixedAssetDisposalQuery
FixedAssetDisposalTransactionReport
FixedAssetDispositionReport

Authorizations
FixedAssetGenerateDepreciationCalculation
FixedAssetInsuranceReport
FixedAssetQuarterlyCostIncurredReport
FixedAssets
FixedAssetsQuery
FixedAssetTransfer
FixedAssetTransferPosting
FixedAssetTransferQuery
FixedAssetTransferReport
FixedAssetYearEndProcedure
WhereUsedBonusDepreciationCodes
WhereUsedFixedAssetClassCodes
General Ledger Group

AccountingPeriodControlNumberSequences
AccountingPeriodControlNumberSequencesQuery
AccountingPeriods
ALPostedTransactions
ALPostedTransactionsAccountSummary
ALPostedTransactionsAccountSummaryQuery
ALPostedTransactionsQuery
BankAccountRevaluationUtility
BankAddresses
BankAddressesQuery
BankCodes
BankCodesQuery
BankReconciliationCompression
BankReconciliationReasonCodes
BankReconciliationReport
CashImpactReport

Authorizations
ChartofAccountAllocations
ChartofAccountAllocationsQuery
ChartofAccounts
ChartofAccountsBudgetandPlan
ChartofAccountsBudgetandPlanGrowth
ChartofAccountsBudgetandPlanQuery
ChartofAccountsQuery
CopyBalancestoBudgets
FinancialReportAccountCheck
FinancialReportLineCopyUpdate
FinancialReportLineGeneration
FinancialStatementDefinition
FinancialStatementDefinitionColumns
FinancialStatementDefinitionColumnsQuery
FinancialStatementDefinitionQuery
FinancialStatementGroups
FinancialStatementGroupsQuery
FinancialStatementLineDefinition
FinancialStatementLineDefinitionQuery
FinancialStatementLineResequence
FinancialStatementOutput
FinancialStatementOutputGetGroup
FinancialStatementPreview
GeneralLedger
GeneralLedgerCheckInformationReport
GeneralLedgerTransactionReport
GeneralLedgerWorksheetReport
ImportJournalEntries

Authorizations
InactiveAccountNumbersReport
JournalAccountSummary
JournalCompress
JournalControlNumberReport
JournalEntries
JournalEntriesQuery
JournalResequencing
Journals
JournalsQuery
JournalTransactionMaintenanceReport
JournalTransactionReport
JournalTransactions
LedgerControlNumberReport
LedgerPostingforJournal
MassJournalPosting
MultiSiteChartCopy
PeriodSortingMethodsQuery
PositivePayFileGenerator
PositivePayFormatFields
PositivePayFormatFieldsQuery
PositivePayFormatSections
RecalculateJournalBalances
ReverseTransaction
TransactionDetailMaterialTransaction
TransactionDetailMaterialTransactionDomesticCurr

Authorizations
TransactionDetailVoucherPreRegisterDomesticCurr
TrialBalance
UnitCode1s
UnitCode2s
UnitCode3s
UnitCode4s
UnitCodeWhereUsedReport
Goods Receiving Notes Group

ChangeGoodsReceivingNoteStatus
DeleteGoodsReceivingNotes
GenerateGoodsReceivingNoteLines
GoodsReceivingNoteReport
GoodsReceivingNotes
GoodsReceivingNotesLandedCosts
GoodsReceivingNotesLandedCostsDomesticCurrency
GoodsReceivingNotesLandedCostsQuery
GoodsReceivingNotesLines
GoodsReceivingNotesLinesQuery
GoodsReceivingNotesQuery
GRNLandedCostAllocation
VendorASNReconciliationReport
Human Resources Group

AbsenceReasons
ApplicantCertLicense
ApplicantCertLicenseQuery
ApplicantEducation
ApplicantEducationQuery
ApplicantExams
ApplicantExamsQuery

Authorizations
ApplicantMemos
ApplicantMemosQuery
ApplicantProcessing
ApplicantProcessingQuery
ApplicantReferences
ApplicantReferencesQuery
Applicants
ApplicantSkills
ApplicantSkillsQuery
ApplicantSourceAnalysisReport
ApplicantsQuery
ApplicantTrainingCourses
ApplicantTrainingCoursesQuery
ApplicantWorkExperience
ApplicantWorkExperienceQuery
ApplicationSources
Attendance
AttendanceQuery
AwardsCitations
CertificationsLicenses
Children
ChildrenQuery
CobraBenefitsSummaryReport
Companies
CompaniesQuery
CopyFromApplicant
DepartmentSupervisors
Divisions
DivisionsQuery
EducationMajors
EEOClasses
EmergencyContacts

Authorizations
EmergencyContactsQuery
EmployeeAwards
EmployeeAwardsQuery
EmployeeCertLicense
EmployeeCertLicenseQuery
EmployeeEducation
EmployeeEducationQuery
EmployeeEEOStatusReport
EmployeeExams
EmployeeExamsQuery
EmployeeInjuries
EmployeeInjuriesQuery
EmployeeInsurance
EmployeeInsuranceQuery
EmployeeMemos
EmployeeMemosQuery
EmployeePerformanceReviews
EmployeePerformanceReviewsQuery
EmployeePositionHistory
EmployeePositionHistoryQuery
EmployeePositions
EmployeePositionsQuery
EmployeeProcessing
EmployeeProcessingQuery
EmployeeReimbursementPlans
EmployeeReimbursementPlansQuery
Employees
EmployeeSalary
EmployeeSalaryQuery
EmployeeSalaryUpdate
EmployeeSickLeave
EmployeeSickLeaveQuery

Authorizations
EmployeeSkills
EmployeeSkillsQuery
EmployeesQuery
EmployeeStatus
EmployeeStatusQuery
EmployeeTrainingCourses
EmployeeTrainingCoursesQuery
EmployeeVacation
EmployeeVacationQuery
EmployeeWorkExperience
EmployeeWorkExperienceQuery
EmploymentEligibility
EmploymentEligibilityQuery
EthnicID
Exams
ExEmployeeOutstandingLoansReport
HealthInsuranceSummaryReport
HRYearEndProcedure
HumanResourcesParameters
I9Documents
I9DocumentsQuery
Insurance
InsuranceQuery
InsuranceSummaryReport
Interviews
InterviewsQuery
MemoTopics
MilitaryService
NumberofEmployeesbyDeptReport
Offices
OfficesQuery
PositionChangeReasons

Authorizations
PositionClassifications
PositionRequirements
Positions
PositionsQuery
ProcessingSteps
Property
ReimbursementPlans
ReimbursementPlansQuery
ReviewTypes
SalariesbyDepartmentReport
SalariesbyEEOClassReport
SalariesbyGenderReport
SalariesbyPositionClassReport
SalaryChangeReasons
SickLeaveParameters
Skills
TerminationReasons
TrainingCourses
VacationParameters
VacationParametersQuery
W2StatestoBeConsolidated
WantAdCostAnalysisReport
WantAds
WantAdUsage
WantAdUsageQuery
WhereUsedAbsenceReasons
WhereUsedApplicationSources
WhereUsedDepartments
WhereUsedEEOClasses
WhereUsedEmployeeCertLicense
WhereUsedEmployeeStatus

Authorizations
WhereUsedExams
WhereUsedMilitaryService
WhereUsedPositionChangeReasons
WhereUsedPositionClassifications
WhereUsedSalaryChangeReasons
WhereUsedSickLeaveParameters
WorkExperience
Human Resources Hide Costs

AwardsCitations
Employees
EmployeesQuery
Positions
PositionsQuery
TrainingCourses
WantAdCostAnalysisReport
Internal System Users

Note: If you are a multi-session user, you must have object authorizations on the Middleware level,
not the form level. These authorizations can be seen on the Object Authorizations for User form.
DocumentObjectAndRefViews
DocumentObjects
MGCore.ActiveBGTasks
MGCore.DefineVariables
MGCore.UserGroupMaps
MGCore.UserNames
SL.SLBankHdrs
SL.SLCoBlns
SL.SLCoitems
SL.SLCos
SL.SLCoShips

Authorizations
SL.SLCurrencyCodes
SL.SLCurrParms
SL.SLCustomers
SL.SLDccos
SL.SLDccoSerials
SL.SLDcItems
SL.SLDcitemSerials
SL.SLDcjits
SL.SLDcjitSerials
SL.SLDcjms
SL.SLDcjmSerials
SL.SLDcmoves
SL.SLDcmoveSerials
SL.SLDcparms
SL.SLDcphyinvs
SL.SLDcpos
SL.SLDcpoSerials
SL.SLDcpss
SL.SLDcpsSerials
SL.SLDcsfcs
SL.SLDcsfcSerials
SL.SLDctas
SL.SLDctrans
SL.SLDctranSerials
SL.SLDcwcs
SL.SLDcwcSerials
SL.SLDiscounts
SL.SLEmployees
SL.SLItemCusts
SL.SLItems
SL.SLJobtMats
SL.SLJobTrans

Authorizations
SL.SLObjectNotes
SL.SLParms
SL.SLProdCodes
SL.SLRmaitems
SL.SLRmas
SL.SLShadowValues
SL.SLSites
SL.SLSiteUserMaps
SL.SLSlsmans
SL.SLTerms
SL.SLttJobtMatPosts
SL.SLUsrforms
SL.SLVendors
SLDocumentObjectAndRefExtViews
SLDocumentObjects_Exts
Inventory Group
ABCAnalysis
AdvanceShipNotices
BOMBulkImport
BOMBulkImportErrors
BOMBulkImportErrorsQuery
BOMImportBuilder
BOMListing
ChangeItemPrice
ChangeItemStatusUtility
ChangeTransferLineStatusUtility
ChangeWarehouse
CombinedTransferOrderShip/Receive

Authorizations
CompareContainerToCustomerOrderUtility
CompareContainerToProjectResourceUtility
ContainerContentsReport
Containers
CoproductMixes
CoproductMixesQuery
CoproductMixOperations
CoproductMixOperationsQuery
CoproductMixReport
CoproductMixStatusReport
CoproductWhereUsedReport
CopyItems
CopyRoutingBOM
CopyTransferOrders
COTransactionsbyLotReport
CreateTagExtractFile
CurrentMaterials
CurrentMaterialsQuery
CurrentOperations
CurrentOperationsQuery
CustomerDocProfile
CustomerOrderKitBuilder
CustomerOrderKitPickList
CycleCountGeneration
CycleCountingTransactions
CycleCountPosting
CycleCountPurge
CycleCountSetup
CycleCountSheetReport
CycleCountUpdate
CycleCountVarianceReport

Authorizations
DeleteBillofMaterialComponents
DeleteItemRevision
DeleteItemStockroomLocations
DeleteLots
DeleteSerials
DeleteTaxFreeExports
DeleteTaxFreeImports
DistributionAccounts
DistributionAccountsQuery
ExportRoutingBom
FamilyCodes
FamilyCodesQuery
GenerateCoproductMixCostDistribution
GenerateFromPackingSlip
GenerateFromTransferOrder
GlobalItems
GlobalItemsQuery
IndentedCurrentBillofMaterialReport
InputUpdateSheets
InputUpdateTags
InvAdjustmentMiscIssueReceiptTransactions
InventoryAdjustmentReasonCodes
InventoryAdjustmentReasonCodesQuery
InventoryAgingReport
InventoryBalanceReport
InventoryBelowSafetyStockReport
InventoryConsignedFromVendorReceipts
InventoryConsignedFromVendorSummary
InventoryConsignedFromVendorUsage
InventoryConsignedFromVendorUsageReport
InventoryCostReport
InventoryLevel

Authorizations
InventoryPreAdjustmentReport
InventorySummary
ItemAttributes
ItemBOMWhereUsedReport
ItembyLocationReport
ItemCategories
ItemCategoriesQuery
ItemCategoryWorkbench
ItemContainersQuery
ItemCurrentRoutingReport
ItemDetailReport
ItemLIFOFIFODetail
ItemLIFOFIFOSummary
ItemLotLocations
ItemLotReport
ItemManufacturers
ItemManufacturersQuery
ItemNotUsedReport
ItemPieces
ItemPricing
ItemPricingDomesticCurrency
ItemPricingQuery
ItemQuantitiesbyABCCodeReport
ItemRevisionReport
Items
ItemSerialNumberReport
ItemsQuery
ItemWarehouses

Authorizations
ItemWarehousesQuery
ItemWhereUsedReport
JobMaterialKitBuilder
JobMaterialKitPickList
JobReceipt
LeadTimeProcessor
ListItemLotLocWithCntInProc
LoadPhysicalInventoryRecords
Locations
LocationsQuery
LotAttributes
Lots
LotsQuery
LotTraceabilityReport
ManufacturerItems
ManufacturerItemsQuery
Manufacturers
ManufacturersQuery
MaterialTransactions
MaterialTransactionsQuery
MaterialTransactionsReport
MiscellaneousIssue
MiscellaneousIssuesReasonCodes
MiscellaneousIssuesReasonCodesQuery
MiscellaneousReceipt
MiscellaneousReceiptReasonCodes
MiscellaneousReceiptReasonCodesQuery
MultiLingualItem
MultiSiteItems
MultiSiteItemsQuery
MultiSiteQuantityMove

Authorizations
ObsoleteSlowMovingReasonCodes
PhysicalInventoryApproval
PhysicalInventoryCountPosting
PhysicalInventoryRecordPurge
PhysicalInventoryReport
PhysicalInventoryTransactions
PiecesDimensions
PlanningBOMReport
PostLIFOFIFOChangesReport
PrefixDefinition
PrintAdvancedShipNoticeReport
PrintInventorySheets
PrintInventoryTags
ProductCodes
ProductCodesQuery
ProFormaInvoiceReport
ProjectedInventoryReport
ProjectResourceKitBuilder
ProjectResourceKitPickList
QuantityAdjustment
QuantityMove
RanksForAlternateMaterial
RanksForItemManufacturers
RelatedItemReasonCode
RelatedItemReasonCodes
ReprintTransferShipPackingSlipReport
ReservationsforItem
ReservationsReport
SerialNumbers

Authorizations
SerialNumbersForItemLotLocations
SerialNumbersQuery
SetTagSheetControls
SingleLevelCurrentBillofMaterialReport
SingleLevelCurrentBOMCostRollUp
SingleLevelLotSourceReport
SingleLevelLotWhereUsedReport
StandardMaterials
StandardMaterialsQuery
StandardOperations
StandardOperationsQuery
StockMovementTransactions
SubstituteBillofMaterialComponents
SummarizedCurrentBillofMaterialReport
SupplementaryUnitsConversionFactorUpdate
TaxFreeExports
TaxFreeExportsQuery
TaxFreeImportedMaterialsProcessUtility
TaxFreeImportItemQuery
TaxFreeImportItems
TaxFreeimportItemsQuery
TaxFreeImports
TaxFreeImportsQuery
TransactionsbySerialNumberReport
TransferLossReasonCodes
TransferLossReasonCodesQuery
TransferOrderItemXRefProcessing
TransferOrderKitBuilder
TransferOrderKitPickList
TransferOrderLandedCosts
TransferOrderLandedCostsQuery

Authorizations
TransferOrderLineItems
TransferOrderLineItemsQuery
TransferOrderLoss
TransferOrderReceive
TransferOrderReceivingListReport
TransferOrderReturnReasonCodes
TransferOrderReturnReasonCodesQuery
TransferOrders
TransferOrderShip
TransferOrderShipPickList
TransferOrdersQuery
TransferOrdersQuickEntry
TransferOrderStatusReport
TransferPackingSlipQuery
TransferPackingSlipSelection
TransferReceiveTransactions
TransferShipPackingSlip
TransferShipTransactions
UMs
UnitofMeasureConversion
UnitofMeasureConversionQuery
UnvoidInventoryTagsSheets
ValidateCoproductMixCostDistribution
VendorConsignedInventoryUsageReport
VoidInventoryTagsSheets
VoidTagSheetReport
Warehouses
WarehousesQuery
WhereUsedDistributionAccounts
WhereUsedLocations
WhereUsedPriceCodes
WhereUsedWarehouses

Authorizations
Inventory Costs Group

IndentedCostedBillofMaterialReport
ItemCostbyProductCodeReport
ItemCostingReport
TotalInventoryValuebyAcctReport
Inventory Costs Maintenance Group

ItemCosts
ItemCostsQuery
ItemWarehouseCosts
ItemWarehouseCostsQuery
Inventory Hide Costs Group

CycleCountVarianceReport
InventoryCostReport
ItemDetailReport
ItemLIFOFIFODetail
ItemLIFOFIFOSummary
ItemLotLocations
ItemPricing
ItemPricingDomesticCurrency
ItemPricingQuery
Items
ItemsQuery
MultiSiteItems
MultiSiteItemsQuery

Authorizations
SummarizedCurrentBillOfMaterialReport
Inventory Hide Prices Group

ItemDetailReport
PlanningBOMReport
Item Maint - Rev Track Group

Update the Revision Tracking component on the Items form
Item Stockroom - Remote Insert Group

Item Stockroom - Remote Insert Group
MGR - Accounts Payable Group

AccountsPayableParameters
APPeriodYearEndProcedure
CADInterfaceParameters
EuroExchangeRateRevaluation
GeneralParameters
MoveLocalVendors
PurgeVoucherHistory
RebalanceVendorPayHistory
TaxParameters
TaxSystems
TaxSystemsQuery
VendorEuroCurrencyConversion
VoidAPPostedPayments
VoidPostedDraftPayments

Authorizations
MGR - Accounts Receivable Group

AccountsReceivableParameters
ARPeriodYearEndProcedure
CustomerEuroCurrencyConversion
GeneralParameters
MoveLocalCustomers
PurgeInvoiceHistory
RebalanceCustomerPayHistory
ResidualARBalanceEliminations
TaxParameters
TaxSystems
TaxSystemsQuery
MGR - Data Collection Group

MGR - General Ledger Group

AccountUnitCodeRemovalUtility
BankReconciliationChangeUtility
CompressGeneralLedgerTransactions
CopyUnitCodesToAccounts
GeneralParameters
JournalBuilder
RebalanceBankReconciliation

Authorizations
RebalanceLedgerPeriodTotals
RefreshAcctUnitCombinations
ReverseTransaction
TaxParameters
TaxSystems
TaxSystemsQuery
UnitCodeReplacementUtility
YearEndClosingJournalEntries
MGR - Human Resources Group

GeneralParameters
HRYearEndProcedure
SickLeaveCalculation
TaxParameters
TaxSystems
TaxSystemsQuery
VacationCalculation
YearEndProcedure
MGR - Inventory Control Group

BOMBulkImportConversions
BOMBulkImportConversionsQuery
BOMBulkImportMappings
BOMBulkImportMappingsQuery
BOMBulkImportParameters
CurrentBillofMaterialProcessor

Authorizations
CurrentBOMCostRollUp
DeleteMaterialTransactions
Freeze/UnfreezeInventory
GeneralParameters
InventoryParameters
ItemInitialization
ItemInitializationQuery
ItemStockroomLocationMassCreation
ManualLIFO/FIFOAdjustmentUtility
OrderEntryParameters
PurgeTransferOrders
RebalanceItemAllocatedtoOrder
RebalanceItemQtyAllocatedtoJobandWIP
RebalanceItemQtyAllocatedtoTransfer
RebalanceItemQtyOnHand
RebalanceItemQtyReserved
RollCurrentCosttoStandardCost
SetItem/WarehousePTDandYTDtoZero
SetVendorItemCustItemPTDYTDToZero
TaxParameters
TaxSystems
TaxSystemsQuery
TransferOrderParameters
WarehousetoWarehouseBulkTransfer
MGR - Order Entry Group

CustomerEuroCurrencyConversion
CustomerOrderHeaderWarehouseChange

Authorizations
CustomerOrderLineReleaseWarehouseChange
DeleteCustomerOrderLineItemLogEntries
GeneralParameters
MoveLocalCustomers
OrderEntryParameters
PurgeInvoiceHistory
RebalanceCustomerBalances
RebalanceCustomerLettersofCredit
RebalanceItemAllocatedtoOrder
SetUpCommissionTableLabels
TaxParameters
TaxSystems
TaxSystemsQuery
MGR - Payroll Group
DeletePayrollTransactions
ExternalPayrollInterfaceParameters
ExternalPayrollInterfaceParametersQuery
GeneralParameters
PayrollParametersGeneral
PayrollYearEndProcedure
TaxParameters
TaxSystems

Authorizations
TaxSystemsQuery
VoidPRPostedPayments
MGR - Purchasing Group

GeneralParameters
MoveLocalVendors
PurchaseOrderHeaderWarehouseChange
PurchaseOrderLineReleaseWarehouseChange
PurgeVoucherHistory
RebalanceItemOnPurchaseOrder
RebalanceVendorLettersofCredit
TaxParameters
TaxSystems
TaxSystemsQuery
VendorEuroCurrencyConversion
MGR - Return Material Authorizations Group

DeleteRMALineItemLogEntries
RMAParameters
MGR - Shop Floor Control Group

ChangeCostRates
CompleteJobOperations
DeleteJobTransactions

Authorizations
GeneralParameters
JobandPSBillofMaterialProcessor
JobBOMCostRollUp
RebalanceItemQtyAllocatedtoJobandWIP
ShopFloorControlParameters
TaxParameters
TaxSystems
TaxSystemsQuery
Mobile Controller
Mobile Executive
AccountsPayable.mobi
AccountsReceivable.mobi
APCashImpact.mobi
ARCashImpact.mobi
BookingsbyProductCode.mobi
BookingsbyTerritory.mobi
CashBalance.mobi
CashFlow.mobi
CustomerAgingBuckets.mobi
CustomerBalance.mobi
CustomerOrderBacklog.mobi
DaysPayableOutstanding.mobi
DaysSalesOutstanding.mobi
ExecutiveSales.mobi
Homepage_Executive.mobi
Inventory.mobi

Authorizations
InventoryValue.mobi
PercentOnTimeShipments.mobi
PipelinebyStage.mobi
PipelinebyTerritory.mobi
ProductCodeMargin.mobi
Purchasing.mobi
PurchasingCashImpact.mobi
PurchasingFundsCommitted.mobi
SubscribeToAlert.mobi
SubscribeToAlerts.mobi
TodaysBookings.mobi
TodaysShipments.mobi
TopGrossingCustomers.mobi
VendorAgingBuckets.mobi
VendorBalance.mobi
Mobile IT Group
HomePage_IT.mobi
Inbox.mobi
KillActiveTasks.mobi
ServiceStatuses.mobi
TaskList.mobi
UnlockLockedFunctions.mobi
UnlockLockedJournals.mobi
UnlockUser.mobi
Mobile PS Group
HomePage_PS.mobi
Inbox.mobi
JobLaborStatus.mobi
JobOrders.mobi

Authorizations
JobsCompletingLate.mobi
JobsToComplete.mobi
JobsToRelease.mobi
TaskList.mobi
Mobile Salesperson
Order Entry Group

AddConsolidatedLines
AddOpportunities
AddShippingLine
AddToContactGroups
AdvanceShipNotices
AvailableInventorytoReserveReport
AvailableToShipReport
BillingTerms
BillingTermsQuery
BlanketReleases
BlanketReleasesDomesticCurrency
CampaignItems
Campaigns
CampaignsQuery
CampaignStatuses
CampaignTypes
ChangeCOLineReleaseStatusUtility
ChangeCOStatusUtility

Authorizations
ChangeWarehouse
CommissionsDue
CommissionsDueQuery
CommissionStatusChangeUtility
CommissionTables
CommissionTablesQuery
CommodityCodes
CommunicationWizard
Competitors
CompetitorsQuery
ConsolidatedInvoiceGeneration
ConsolidatedInvoicesWorkbench
ConsolidatedInvoicesWorkbenchDomesticCurrency
ConsolidatedInvoicesWorkbenchQuery
CopyCurrencyCodesandRates
CopyOrdersAndEstimates
COReturnsReasonCodes
COReturnsReasonCodesQuery
CorporateCustomerReport
CountryCodes
CreditHoldReasonCodes
CTPQuantities
CTPResults
CTPSchedule
CurrencyCodes
CurrencyCodesQuery
CurrencyRates
CurrencyRatesQuery
CustomerbyItemSalesAnalysisReport
CustomerContractPrices
CustomerContractPricesDomesticCurrency
CustomerContractPricesQuery

Authorizations
CustomerContracts
CustomerDocProfile
CustomerInteractions
CustomerInteractionsQuery
CustomerInteractionsReport
CustomerLettersofCredit
CustomerLettersOfCreditDomesticCurrency
CustomerLettersOfCreditQuery
CustomerOrderBlanketLinesDomesticCurrency
CustomerOrderCreditHoldSyncReport
CustomerOrderLines
CustomerOrderLinesDomesticCurrency
CustomerOrderListing
CustomerOrders
CustomerOrdersDomesticCurrency
CustomerOrdersforReservableItemsReport
CustomerOrdersHistorySelection
CustomerOrdersQuery
Customers
CustomerSalesContactCrossReferences
CustomersDomesticCurrency
CustomersQuery
CustomerTypes
DeleteCustomerInteractions
DeleteCustomerOrders

Authorizations
DeleteProspectInteractions
DeleteSalesContactInteractions
DeliveredInFullAndOnTimeReport
DeliveryInFullAndOnTimeReport
DeliveryTerms
Discounts
DiscountsQuery
ECSalesListReport
EditFreightCharges
EndUserTypeReport
EndUserTypes
EndUserTypesQuery
ExciseCurrencyRates
FeatureGroupQualifiers
FeatureGroupQualifiersQuery
FeatureGroupRanks
FeatureGroupRanksQuery
FeatureGroupRerank
FeatureGroups
FeatureGroupsQuery
FeatureGroupVerification
GenerateFromPackingSlip
GenerateFromTransferOrder
GenerateOrderPickList
HistoryCommissionDistribution
HistoryCommissionDistributionQuery
HistoryCustomerOrderBlanketLinesDomesticCurrency
HistoryCustomerOrderBlanketReleasesDomesticCurr

Authorizations
HistoryCustomerOrderLinesDomesticCurrency
HistoryCustomerOrdersDomesticCurrency
HistoryOrderShipments
IncoDeliveryTerms
InteractionTopics
InventoryConsignedtoCustomer
InventoryConsignedtoCustomerReport
InventoryConsignedtoCustomerUsageReport
InvoiceCategories
InvoiceRegisterbyAccountReport
InvoiceRegisterReport
ISOCountryCodes
ISOCurrencyCodes
ISOUMCodes
ItemAvailability
ItemAvailabilityQuery
ItembyCustomerSalesAnalysisReport
ItemCustomerSalespersonSalesAnalysisReport
ItemFeatureGroupReport
ItemOnHandQuantities
ItemProductCodeCostDetailSalesAnalysisReport
ItemProductCodeCustomerSalesAnalysisReport
ItemSalesAnalysisReport
ItemSalesPersonSalesAnalysisReport
Leads

Authorizations
LeadsQuery
LeadStatuses
LettersofCreditbyCustomerReport
MailingLabelsReport
MultiLingualOrderInvoice
MultiLingualOrderInvoiceQuery
MultiLingualShipVia
MultiLingualTerms
MultiSiteCustomers
MultiSiteCustomersQuery
MultiSiteShipTos
MultiSiteShipTosQuery
Opportunities
OpportunitiesQuery
OpportunityCompetitorCrossReferences
OpportunityLostReasons
OpportunityMemberCrossReferences
OpportunitySources
OpportunityStages
OpportunityStatuses
OpportunityTasks
OpportunityTasksQuery
OpportunityTaskTypes
OpportunityWonReasons
OrderBookingsReport
OrderCostReport
OrderCreditHoldChange
OrderEntryExceptionReport
OrderPromiseDatePerformanceReport
OrderShipments
OrderShipmentsDomesticCurrency

Authorizations
OrderShipmentsQuery
OrderShippedCostReport
OrderShipping
OrderStatusReport
OrderVerificationReport
PackingSlip
PackingSlipDetailReport
PackingSlipQuery
PackingSlipSelection
PastDueOrderLineItemsReport
PriceAdjustmentInvoice
PriceAdjustmentInvoiceDomesticCurrency
PriceAdjustmentInvoiceTaxAdjDomCurr
PriceAdjustmentInvoiceTaxAdjustment
PriceCodes
PriceFormula
PriceFormulaDomesticCurrency
PriceFormulaQuery
PriceMatrix
PriceMatrixQuery
Pricing
PrintAdvanceShipNoticeReport
PrintPriceAdjustmentInvoice
ProductConfigurationList
ProductSalesAnalysisReport
ProgressiveBillingGeneration
ProgressiveBillingGenerationDomesticCurrency
ProgressiveBillings
ProgressiveBillingsDomesticCurrency
ProgressiveBillingsQuery
PromptForWarehouseData
ProspectInteractions

Authorizations
ProspectInteractionsQuery
ProspectInteractionsReport
Prospects
ProspectSalesContactCrossReferences
ProspectsQuery
ProvStates
PurchasedComponentsCrossReferenceReport
PurgePackingSlipRegisterUtility
ReprintPackingSlipReport
ReservationsforOrder
ReservationsforOrderQuery
ReservedInventorybyOrderReport
ReserveUnreserveInventoryUtility
SalesCommissionbySalespersonReport
SalesContactCommunicationWizard
SalesContactGroups
SalesContactGroupsQuery
SalesContactInteractions
SalesContactInteractionsQuery
SalesContactInteractionsReport
SalesContacts
SalesContactSalespersonCrossReferences
SalesContactsQuery
SalesForecasts
SalesForecastsQuery
SalesPeriods
SalespersonClassifications
SalespersonCommissionDistribution
SalespersonCommissionDistributionQuery
SalesPersons
SalesPersonsQuery
SalesTeamMemberCrossReferences

Authorizations
SalesTeams
SalesTeamsQuery
SalesValueReport
ShipCodes
ShippedCustomerOrdersSelection
ShippedLCRsWithARemainingBalanceReport
ShippingProcessingLineReleases
ShippingProcessingLineReleasesQuery
ShippingProcessingOrders
ShippingProcessingOrdersQuery
ShipTos
ShipTosQuery
SubordinateCustomerListing
SubordinateCustomerListingDomesticCurrency
TaxableRevenueReport
TaxCodes
TaxCodesforItemsbyJurisdiction
TaxCodesforItemsbyJurisdictionQuery
TaxCodesQuery
TaxJurisdictions
Territories
ToBeInvoicedReport
ToBeShippedValueReport
UnInvoicedPackingSlipsReport
UpdateOrderDIFOTPolicy
WhereUsedCountryCodes
WhereUsedCustomerOrders
WhereUsedReasonCodes
WhereUsedShipViaCodes

Authorizations
Order Entry Hide Costs Group

BlanketReleases
CustomerOrderLines
OrderCostReport
OrderStatusReport
Order Entry Hide Prices Group

AvailableToShipReport
BlanketReleases
BlanketReleasesDomesticCurrency
CustomerByItemSalesAnalysisReport
CustomerContractPricesDomesticCurrency
CustomerContracts

Authorizations
CustomerOrderBlanketLinesDomesticCurrency
CustomerOrderLines
CustomerOrderLinesDomesticCurrenc
CustomerOrderLinesDomesticCurrency
CustomerOrders
CustomerOrdersDomesticCurrency
CustomerOrdersQuery
HistoryCustomerOrderBlanketLinesDomesticCurrency
HistoryCustomerOrderBlanketReleasesDomesticCurr
HistoryCustomerOrderLinesDomesticCurrency
HistoryCustomerOrdersDomesticCurrency
InvoiceRegisterbyAccountReport
ItemCustomerSalesPersonSalesAnalysisReport
ItemProductCodeCustomerSalesAnalysisReport
OrderCostReport
OrderEntryExceptionReport
OrderShipments

Authorizations
OrderShipmentsDomesticCurrency
OrderShipmentsQuery
OrderVerificationReport
Pricing
ProductSalesAnalysisReport
SalesValueReport
ToBeInvoicedReport
Order Entry Invoicing Reprint Group

ConsolidatedInvoicing
OrderInvoicingCreditMemo
ReprintProjectInvoicesReport
Payroll Group
ComputePayroll
DeductionandEarningCodes
DeductionandEarningCodesQuery
DirectDepositBanks
DirectDepositBanksQuery
DirectDepositReport
EmployeeHoursReport
EmployeeLogHoursReport
Employees
EmployeesQuery
ExportPayrollInformationtoEPI
ExternalPayrollInterfaceInput
GeneratePayroll
MagneticMediaDirectDeposit
PayrollDeductionReport
PayrollDistribution
PayrollDistributionLogReport

Authorizations
PayrollDistributionQuery
PayrollforPayPeriod
PayrollforPayPeriodQuery
PayrollHours
PayrollHoursQuery
PayrollProcessing
PayrollProcessingQuery
PostedPayrollTransactionsReport
PrintPostPayrollChecks
PrintW2FormsReport
PurgeDirectDepositHistory
QuarterlybyTaxCodeReport
RetirementPlanContributionReport
TaxCodesExempt
TaxCodesExemptQuery
W2MagneticMediaElectronicFiling
W2StateFIPSNumberEntry
W2StatesToBeConsolidated
WhereUsedDirectDepositBanks
YearEndPayrollReport
YearToDateDeductionsandEarningsReport
Payroll Hide Costs Group

EmployeeHoursReport
EmployeeLogHoursReport
Employees
EmployeesQuery
PayrollHours
PayrollHoursQuery

Authorizations
PostedPayrollTransactionsReport
Posting Out Of Current Period Group

Project Adjustment Transaction Group

Project Entry Group

Copy a project
Project Estimating Group

Project Cost Rollup Group

Project Labor Transaction Group

Project Manager Group

Project Material Transaction Group

Projects Group
ChangeWarehouse

Authorizations
CopyProjects
CostToCompleteLogReport
CostToCompleteSnapShot
CustomerDocProfile
DeleteProjectPackingSlipUtility
EstimateInvoiceMilestones
EstimateInvoiceMilestonesQuery
EstimateProjects
GenerateFromProject
GenerateFromProjectPackingSlip
IndentedWBSCostReport
InvoiceMilestoneNomination
InvoiceMilestoneNominationQuery
InvoiceMilestoneProgressReport
InvoiceMilestones
InvoiceMilestonesQuery
NominatedInvoiceMilestonesReport
NominatedRevenueMilestonesReport
PostProjectInvoiceMilestones
PostProjectLaborTransactions
PostProjectRetentionInvoice
PrintPostProjectRevenueMilestones
PrintPostProjectWIPRelief
PrintProjectAdvanceShipNoticeReport

Authorizations
ProcessProjectMilestones
ProjectAdvanceShipNoticeLineItems
ProjectAdvanceShipNoticeLineItemsQuery
ProjectAdvanceShipNotices
ProjectAdvanceShipNoticesQuery
ProjectChangeOrderLogReport
ProjectCostCodes
ProjectCostCodesQuery
ProjectInvoicingReport
ProjectJobAccumlatedCostbyPeriod
ProjectJobAccumulatedCostbyPeriod
ProjectJobPeriodCosts
ProjectPackingSlip
ProjectPackingSlipSelection
ProjectParameters
ProjectPOCommitmentsReport
ProjectPreshipPackingSlip
ProjectPurchaseOrderCommitmentsReport
ProjectResources
ProjectResourceShipping
ProjectResourceShippingQuery
ProjectResourcesType
ProjectResourceTransactions
ProjectRetentionCodes
ProjectRetentionCodesQuery
ProjectRollFromForecast
Projects
ProjectsQuery
ProjectTasks

Authorizations
ProjectTasksQuery
ProjectTransactions
ProjectTransactionsQuery
ProjectTransactionsReport
ProjectTypes
ProjectVariancesReport
ProjectWIPAdjustments
ProjectWIPValuationReport
ReprintProjectInvoicesReport
ReprintProjectPackingSlipReport
RevenueMilestoneNomination
RevenueMilestoneProgressReport
RevenueMilestones
RollUpProjectCost
UnpostedProjectLaborTransactionsReport
WBSPercentCompleteReport
WhereUsedEstimateProjectTasks
WhereUsedProjectCostCodes
WhereUsedProjectTasks
WhereUsedProjectTypes
WorkBreakdownStructure
WorkBreakdownStructureQuery
Projects Cost Group

ProjectMarginAnalysisReport
ProjectWIPValuebyAccountReport

Authorizations
Projects Hide Costs Group

CostToCompleteLogReport
EstimateProjects
NominatedInvoiceMilestonesReport
PostProjectLaborTransactions
ProjectPurchaseOrderCommitmentsReport
ProjectResources
ProjectResourceTransactions
Projects
ProjectsQuery
ProjectTasks
ProjectTasksQuery
ProjectTransactionsReport
ProjectWIPAdjustments
RevenueMilestoneNomination
RevenueMilestones
UnpostedProjectLaborTransactionsReport

Authorizations
Purchase Requisitions Group
ChangePORequisitionLineStatus
CopyToPORequisition
DeletePORequisitionLines
PORequisitionReport
PurchaseOrderRequisitionCodes
PurchaseRequisitionReport
RequisitionPOComparisonReport
Purchase Requisitions Hide Costs Group

PORequisitionReport
PurchaseRequisitionLines
PurchaseRequisitionLinesQuery
PurchaseRequisitionReport
PurchaseRequisitions
PurchaseRequisitionsQuery
Purchase Requisitions Approval Group

ChangePORequisitionLineStatus

Authorizations
Purchasing Group
AddPO
AddReceivingLine
AddSingleByPoLines
BillingTerms
BillingTermsQuery
BuilderPurchaseOrderReport
ChangeOrderDetailReport
ChangePOLineReleaseStatusUtility
ChangePOStatusUtility
ChangeVendorContractPriceStatusUtility
ChangeWarehouse
ConvertPORequisition
CopyPurchaseOrders
CopyToPurchaseOrder
CountryCodes
DeletePurchaseOrders
DeleteVendorInteractions
DeliveryTerms
DropShipTo
DropShipToQuery
ECSSDs
ECSSDsQuery
GenerateAPTransactions
GenerateAPTransactionsDomesticCurrency
GenerateLandedCostVouchers
GetPoLineReleases
GSTInputTaxCreditReport
HistoryPurchaseOrderBlanketLinesDomesticCurrency

Authorizations
HistoryPurchaseOrderBlanketReleasesDomesticCurr
HistoryPurchaseOrderLandedCosts
HistoryPurchaseOrderLandedCostsDomesticCurrency
HistoryPurchaseOrderLandedCostsQuery
HistoryPurchaseOrderLinesDomesticCurrency
HistoryPurchaseOrdersDomesticCurrency
IncoDeliveryTerms
InteractionTopics
ItemPriceRequests
ItemPriceRequestsQuery
LandedCostVarianceReport
LettersofCreditbyVendorReport
MultiLingualPurchaseOrders
MultiLingualPurchaseOrdersQuery
MultiLingualShipVia
MultiLingualTerms
MultiSiteVendors
MultiSiteVendorsQuery
PastDuePurchaseOrderReport
PaymentHoldReasons
POChangeOrders
POChangeOrdersQuery
POLandedCostAllocation

Authorizations
POReceivingList
POVoucherRegisterbyAccountReport
ProvStates
ProvStatesQuery
PSTInputTaxCreditReport
PurchaseOrderBlanketLinesDomesticCurrency
PurchaseOrderBlanketReleasesDomesticCurrency
PurchaseOrderBuilder
PurchaseOrderBuilderPlanningFilter
PurchaseOrderHistorybyVendorReport
PurchaseOrderLandedCosts
PurchaseOrderLandedCostsDomesticCurrency
PurchaseOrderLandedCostsQuery
PurchaseOrderLines
PurchaseOrderLinesDomesticCurrency
PurchaseOrderListing
PurchaseOrderReceiptsDomesticCurrency
PurchaseOrderReceiving
PurchaseOrderReceivingAutoVoucher
PurchaseOrderResetAccumulativeTotalsUtility
PurchaseOrderReturnReasonCodes
PurchaseOrderReturnReasonCodesQuery
PurchaseOrders

Authorizations
PurchaseOrdersDomesticCurrency
PurchaseOrdersQuery
PurchaseOrderStatusReport
PurchaseRequirementsReport
RanksForItem
RecentPurchasesReport
ShipCodes
TaxCodesForItemsByJurisdiction
TaxCodesForItemsByJurisdictionQuery
TaxJurisdictions
TaxPayableReport
TaxVouchered(Parametric)Report
TaxVouchered-ParametricReport
TransferOrderItemXRefProcessing
VendorCategories
VendorCategoriesQuery
VendorContractPrices
VendorContractPricesDomesticCurrency
VendorContractPricesQuery
VendorContracts
VendorContractsDomesticCurrency
VendorContractsQuery
VendorDocProfile
VendorDocProfileQuery
VendorInquiryDomesticCurrencyPurchaseOrder
VendorInteractions

Authorizations
VendorInteractionsQuery
VendorInteractionsReport
VendorLettersofCredit
VendorLettersofCreditDomesticCurrency
VendorLettersofCreditQuery
Vendors
VendorsQuery
VoucherAuthorization
VoucherAuthorizationReport
VoucherBuilder
VoucherBuilderDomesticCurrency
VoucherRegisterReport
WhereUsedDropShipTo
WhereUsedProv/State
Purchasing Costs Group

ChangeOrderReport
POFundsCommittedReport
PurchaseOrderReport
PurchaseOrderVariancebyItemReport
VouchersPayableReport
Purchasing Hide Costs Group

ChangeOrderDetailReport
HistoryPurchaseOrderBlanketLinesDomesticCurrency
HistoryPurchaseOrderBlanketReleasesDomesticCurr

Authorizations
HistoryPurchaseOrderLinesDomesticCurrency
HistoryPurchaseOrdersDomesticCurrency
POChangeOrders
PurchaseOrderBlanketLinesDomesticCurrency
PurchaseOrderBlanketReleasesDomesticCurrency
PurchaseorderHistorybyVendorreport
PurchaseOrderLines
PurchaseOrderLinesDomesticCurrency
PurchaseOrders
PurchaseOrdersDomesticCurrency
PurchaseOrdersQuery
PurchaseOrderStatusReport
VendorInquiryDomesticCurrencyPurchaseOrder
Return Material Authorizations Group

AddRmaReturnLine
CustomerDocProfile
DispositionCodes
EvaluationCodes

Authorizations
ProblemCodes
PurgeHistoryRMAs
RMACreditMemo
RMACreditMemoPrintPostReport
RMALineItems
RMALineItemsDomesticCurrency
RMALineItemsQuery
RMAReturnReasonCodes
RMAReturnReasonCodesQuery
RMAReturnTransaction
RMAs
RMAsDomesticCurrency
RMAsQuery
RMAStatusReport
RMAVerificationReport
WhereUsedDispositionCodes
Return Material Authorizations Hide Costs Group

Shop Floor Control Group

APSOrderPriority
BatchDefinitionOperations
BatchDefinitionOperationsQuery
BatchDefinitions
BatchDefinitionsQuery
BatchedProductionOperations
BatchedProductionOperationsQuery
BatchedProductions
BatchedProductionsQuery
BatchSummary

Authorizations
BatchSummaryQuery
BOMImportBuilder
BOMListing
ChangeBatchProdStatusUtility
ChangeMaterialSequence
ChangeProductionScheduleReleaseStatusUtility
ChangeWarehouse
ConsolidatedJobCostReport
CoproductJobOrders
CoproductJobOrdersQuery
CopyProductionSchedules
CreateBatchProdUtility
CumulativeProductionbyItemReport
CurrentJobCostVarianceReport
DeleteBillofMaterialComponents
DeleteEndofPeriodCostingTransactions
DeletePendingJobLaborTransactions
DeletePendingMaterialTransactions
DeleteProductionScheduleReleases
DeleteShiftExceptions
DemandSummaryComparisonSchedulerReport
DemandSummaryScheduler
DemandSummarywithOperationsSchedulerReport
Departments
DepartmentsQuery
EndofPeriodCosting
EngineeringWorkbench
EngineeringWorkbenchFilterCurrent
EngineeringWorkbenchFilterEstimate
EngineeringWorkbenchFilterJob
EngineeringWorkbenchFilterProductionSchedule

Authorizations
EngineeringWorkbenchFilterPSRelease
EngineeringWorkbenchFilterStandard
ExportRoutingBOM
FloorStockReplenishmentReport
GenerateCoproductMixCostDistributionandRouting
GenerateProductionSchedules
GlobalPrioritySetting
Holidays
IndirectLaborCodes
IndirectLaborCodesQuery
JobBOMReport
JobCostDetailBreakoutReport
JobCostReport
JobCostToCompleteReport
JobLotMerging
JobLotSplitting
JobMaterials
JobMaterialsListing
JobMaterialsQuery
JobMaterialTransactions
JobOperations
JobOperationsQuery
JobOperationStatusReport
JobOrders
JobOrdersQuery
JobPacket
JobPickList
JobStatusChangeDeleteUtility
JobTransactions
JobTransactionsQuery
JobTransactionsReport
JustInTimeProductionTransactions

Authorizations
LaborAnalysisbyWorkCenterReport
MaterialAnalysisbyWorkCenterReport
MaterialTransactionsbyJobOrder
PastDueJobOperationsReport
PastDueJobsReport
PendingJobLaborTransactions
PendingJobLaborTransactionsQuery
PendingJobLaborTransactionsReport
PendingMaterialTransactions
PendingMaterialTransactionsQuery
PendingMaterialTransactionsReport
PendingSerialTransactions
PostJobTransactions
PostJobWIPMoveTransactions
PostPendingJobLaborTransactions
PostPendingMaterialTransactions
ProductionCostbyWorkCenterReport
ProductionExceptionsReport
ProductionScheduleCompleteTransactions
ProductionScheduleEarnedCostReport
ProductionScheduleItems
ProductionScheduleItemsQuery
ProductionScheduleOperationStatusReport
ProductionScheduleReleaseMaterials
ProductionScheduleReleaseMaterialsQuery

Authorizations
ProductionScheduleReleaseOperations
ProductionScheduleReleaseOperationsQuery
ProductionScheduleReport
ProductionScheduleRoutingReport
ProductionSchedules
ProductionScheduleScrappedReport
ProductionScheduleScrapTransactions
ProductionSchedulesQuery
ProductionScheduleTransactionReport
ProjectedItemCompletionsbyResourceGroupReport
ProjectedItemCompletionsbyResourceReport
ProjectedItemCompletionsReport
RemoveBatchProdUtility
ResourceDispatchListReport
ResourceFinalQueueReport
ResourceGanttChart
ResourceGroupDispatchListReport
ResourceGroupFinalQueueReport
ResourceGroupLoadProfile
ResourceGroupLoadProfileComparisonSchedulerReport
ResourceGroupQueue
ResourceGroups
ResourceGroupSchedule
ResourceGroupScheduleQuery
ResourceGroupSequencing
ResourceGroupsQuery
ResourceGroupSummaryReport
ResourceGroupUtilization
ResourceLoadProfile
ResourceQueue
Resources

Authorizations
ResourceSchedule
ResourceScheduleQuery
ResourceSequencing
ResourcesQuery
ResourceSummaryReport
ResourceTypes
ResourceUtilization
Scheduling
SchedulingParameters
ScrapAnalysisReport
ScrapReasonCodes
SeparationAttributes
SetupGroups
SetupMatrix
ShiftCodes
ShiftCodesQuery
ShiftExceptionsbyGroup
ShopCalendars
ShopCalendarsQuery
UnpostedJobTransactions
UpdateSchedule
WhatIfSchedulerBatchedProductions
WhatIfSchedulerBatchedProductionsQuery
WhatIfSchedulerBOMs
WhatIfSchedulerBOMsQuery
WhatIfSchedulerItems
WhatIfSchedulerItemsQuery
WhereUsedIndirectLaborCodes
WhereUsedJobOrders
WhereUsedResourceGroups

Authorizations
WhereUsedResources
WhereUsedShopCalendars
WorkCenterDetailScheduleLoad
WorkCenterLaborTransactions
WorkCenterMachineTimeTransactions
WorkCenterMaterialTransactions
WorkCenters
WorkCentersQuery
WorkCenterTransactionsReport
WorkCenterWhereUsedReport
Shop Floor Control Costs Group

IndentedProjectedJobCosttoCompleteReport
JobCostbyItemReport
JobCostDetailStatusReport
JobCostVarianceReport
JobExceptionReport
ProjectedJobCosttoCompleteReport
TotalWipValuebyAccountReport
WipValuationReport
Shop Floor Control Hide Costs Group

Departments
DepartmentsQuery
JobMaterials
JobMaterialsQuery
JobMaterialTransactions
JobOperations
JobOperationsQuery
JobOrders
JobOrdersQuery
JobTransactionsReport

Authorizations
ProductionScheduleEarnedCostReport
UnpostedJobTransactions
WorkCenterMaterialTransactions
WorkCenters
WorkCentersQuery
WorkCenterTransactionsReport
Standard Forms Group

AccessAs
ActiveBGTasks
ActiveWorkflows
ApplicationSchemaColumnsMetadata
ApplicationSchemaModulesMetadata
ApplicationSchemaTablesMetadata
ApplicationSchemaTablesMetadataExtensions
APSSizingReport
AuditLog
AuditLogTypes
AuthorizationGroups
AuthorizationUsers
BackgroundQueue
BGTaskDefinitions
BGTaskHistory
BGTaskHistoryQuery

Authorizations
BudgetConsolidation
Calculator
CentralizedSqlClr
ChangePassword
ChangeSite
ClearUserSessions
CrashRecovery
CreateUserAppointment
CreateUserTask
CustomerUsers
DatabaseFiles
DatabaseSchemaReport
DateManagement
DeleteAuditLogs
DocumentAuthorizationforGroup
DocumentGroupManagement
DocumentTypes
DomesticEuroCurrencyConversion
ElectronicSignatureAuthorizersQuery
ElectronicSignatureReasonCodes
ElectronicSignatureRecordsReport
ElectronicSignatureSetup
EmailTypes
EventActionAchieveMilestone
EventActionAudit
EventActionBranch
EventActionCallDatabaseMethod
EventActionCallIdoMethod
EventActionCallWebService

Authorizations
EventActionChoicesEditor
EventActionDispatchIdoRequest
EventActionExecIdoRequest
EventActionExpressionEditor
EventActionFail
EventActionFinish
EventActionGenerateEvent
EventActionGoto
EventActionLoadCollection
EventActionLoadIdoRow
EventActionNotify
EventActionOutputParametersEditor
EventActionParameterCondition
EventActionParameterProperties
EventActionParameterRecipients
EventActionParameters1Editor
EventActionPrompt
EventActionRunBackgroundTask
EventActions
EventActionSendEmail
EventActionSetAttributes
EventActionSetResultsetIDEditor
EventActionSetResultVarEditor
EventActionSetValues
EventActionSetValuesEditor
EventActionSleep
EventActionTransformXml
EventActionUpdateCollection
EventActionWait
EventGlobalConstants
EventHandlerDiagram

Authorizations
EventHandlerRevisionDiagram
EventHandlerRevisions
EventHandlers
EventHandlerStatus
EventMessageCategories
EventQueue
Events
EventStatus
EventTriggers
EventVariableGroups
ExtSystemTransLogs
FindReplSetupIssue
GeneralParameters
GenerateAppSchemaMetadataExtScript
GenerateAppSchemaMetadataScripts
GetOptions
GroupsMaint
GroupsMaintQuery
IdoAdditionalListProperties
IdoAdvancedAttributes
IDOAliases
IdoCollections
IdoCustomAssemblies
IdoExportWizard
IdoFilters
IdoImportWizard
IdoLinkByEditor
IdoMassageProperties
IdoMethods

Authorizations
IdoMethodWizard
IdoProjects
IdoProperties
IdoPropertyClasses
IdoPropertyWizard
IdoTableBindProperties
IdoTables
IdoTableWizard
IdoWizard
InterSiteParameters
Intranets
IntranetSharedTables
IntranetSharedUserTables
IntranetsQuery
LanguageIDs
LanguageIDsQuery
LedgerConsolidation
LicensedModules
LicenseManagement
LicenseModuleConnectedUsers
LicenseModuleUserCounts
MobileHomePageConfiguration
MonitoredResources
MonitoredResourcesQuery
MoveLocalCustomers
MoveLocalVendors
MoveProspectToCustomer
OptionsDefaults

Authorizations
OutlookPublicFolderBrowser
PasswordParameters
Printers
ProcessDefaultNames
ProcessDefaults
PublicationCategories
Publications
PublicationSubscribersQuery
PurgeJournals
QuickDictionaryReport
RecommendedPatchAnalysis
ReplDocAttributes
ReplDocAttributesQuery
ReplDocElements
ReplDocElementsQuery
ReplDocInboundCrossReferences
ReplDocInboundCrossReferencesQuery
ReplDocInbox
ReplDocManualRequestUtility
ReplDocOutboundCrossReferences
ReplDocOutboundCrossReferencesQuery
ReplDocOutbox
ReplDocuments
ReplDocumentsQuery
ReplicationErrors
ReplicationRules
RunningWorkFlows

Authorizations
SearchItems
SessionAccessAs
SessionManagement
SetDefaultWarehouse
SetLedgerConsolidatedFlag
SiteEntities
SiteEntitiesQuery
SiteGroups
SqlColumms
SqlColumns
SqlTables
SqlTablesPrimaryKey
StartupMethods
StdGraphDefinition
StoreOptions
SuspendedUpdates
SynchronizeNextKeys
SystemConfigurationParameters
SystemDiagnosticReport
SystemParameters
SystemTypes
SyteLineCalculator
TamperedElectronicSignatureRecordsReport
TaskExclusion
TaskList
TaskTypes
TaskTypesQuery
TriggerManagement
UETClasses
UETClassesQuery
UETClassFieldRelationships
UETClassFieldRelationshipsQuery

Authorizations
UETClassIndexRelationships
UETClassIndexRelationshipsQuery
UETCopyField
UETImpactSchema
UETRuleAssistant
UETTableClassRelationships
UETTableClassRelationshipsQuery
UETUserFields
UETUserFieldsQuery
Update_AllTables
UserAuthorizationReport
UserCalendar
UserClassReport
UserDefinedTypes
UserDefinedTypesQuery
UserDefinedTypeValues
UserDefinedTypeValuesQuery
UserFieldsReport
UserIndexReport
UserModules
UserModulesQuery
UsersMaint
UsersMaintQuery
VendorUsers
WebBrowser
WorkflowEventHandlerActivation
WorkFlowsQuery
WorkflowTemplates

Authorizations
System Administration Group

AccessAs
ActiveBGTasks
ActiveWorkflows
ApplicationSchemaColumnsMetadata
ApplicationSchemaModulesMetadata
ApplicationSchemaTablesMetadata
ApplicationSchemaTablesMetadataExtensions
APSSizingReport
AuditLog
AuditLogTypes
AuthorizationGroups
AuthorizationUsers
BackgroundQueue
BGTaskDefinitions
BGTaskHistory
BGTaskHistoryQuery
BudgetConsolidation
Calculator
CentralizedSqlClr
ChangePassword
ChangeSite
ClearUserSessions
CrashRecovery
CreateUserAppointment
CustomerUsers
DatabaseSchemaReport

Authorizations
DateManagement
DeleteAuditLogs
DomesticEuroCurrencyConversion
EventActionAchieveMilestone
EventActionAudit
EventActionBranch
EventActionCallDatabaseMethod
EventActionCallIdoMethod
EventActionCallWebService
EventActionChoicesEditor
EventActionDispatchIdoRequest
EventActionExecIdoRequest
EventActionExpressionEditor
EventActionFail
EventActionFinish
EventActionGenerateEvent
EventActionGoto
EventActionLoadCollection
EventActionLoadIdoRow
EventActionNotify
EventActionOutputParametersEditor
EventActionParameterCondition
EventActionParameterProperties
EventActionParameterRecipients
EventActionPrompt
EventActionRunBackgroundTask
EventActions
EventActionSendEmail
EventActionSetAttributes
EventActionSetResultsetIDEditor

Authorizations
EventActionSetResultVarEditor
EventActionSetValues
EventActionSetValuesEditor
EventActionSleep
EventActionTransformXml
EventActionUpdateCollection
EventActionWait
EventGlobalConstants
EventHandlerDiagram
EventHandlerRevisionDiagram
EventHandlerRevisions
EventHandlers
EventHandlerStatus
EventMessageCategories
EventQueue
Events
EventStatus
EventTriggers
EventVariableGroups
ExtSystemTransLogs
FindReplSetupIssue
GeneralParameters
GenerateAppSchemaMetadataExtScript
GenerateAppSchemaMetadataScripts
GetOptions
GroupsMaint
GroupsMaintQuery
IdoAdditionalListProperties
IdoAdvancedAttributes

Authorizations
IDOAliases
IdoCollections
IdoCustomAssemblies
IdoExportWizard
IdoFilters
IdoImportWizard
IdoMassageProperties
IdoMethods
IdoMethodWizard
IdoProjects
IdoProperties
IdoPropertyClasses
IdoPropertyWizard
IdoTableBindProperties
IdoTables
IdoTableWizard
IdoWizard
InterSiteParameters
Intranets
IntranetSharedTables
IntranetSharedUserTables
IntranetsQuery
LanguageIDs
LanguageIDsQuery
LedgerConsolidation
LicensedModules
LicenseManagement
LicenseModuleConnectedUsers
LicenseModuleUserCounts
MobileHomePageConfiguration

Authorizations
MonitoredResources
MonitoredResourcesQuery
MoveLocalCustomers
MoveLocalVendors
OptionsDefaults
OutlookPublicFolderBrowser
PasswordParameters
Printers
ProcessDefaultNames
ProcessDefaults
PublicationCategories
Publications
PublicationSubscribersQuery
PurgeJournals
QuickDictionaryReport
ReplDocAttributes
ReplDocAttributesQuery
ReplDocElements
ReplDocElementsQuery
ReplDocInboundCrossReferences
ReplDocInboundCrossReferencesQuery
ReplDocInbox
ReplDocManualRequestUtility
ReplDocOutboundCrossReferences
ReplDocOutboundCrossReferencesQuery
ReplDocOutbox
ReplDocuments
ReplDocumentsQuery

Authorizations
ReplicationErrors
ReplicationRules
RunningWorkFlows
SessionAccessAs
SessionManagement
SetDefaultWarehouse
SetLedgerConsolidatedFlag
SiteEntities
SiteEntitiesQuery
SiteGroups
SqlColumms
SqlTables
SqlTablesPrimaryKey
StartupMethods
StdGraphDefinition
StoreOptions
SuspendedUpdates
SynchronizeNextKeys
SystemConfigurationParameters
SystemParameters
SystemTypes
SyteLineCalculator
TaskExclusion
TaskList
TaskTypes
TaskTypesQuery
TriggerManagement
UETClasses
UETClassesQuery

Authorizations
UETClassFieldRelationships
UETClassFieldRelationshipsQuery
UETClassIndexRelationships
UETClassIndexRelationshipsQuery
UETCopyField
UETImpactSchema
UETRuleAssistant
UETTableClassRelationships
UETTableClassRelationshipsQuery
UETUserFields
UETUserFieldsQuery
Update_AllTables
UserCalendar
UserClassReport
UserDefinedTypes
UserDefinedTypesQuery
UserDefinedTypeValues
UserDefinedTypeValuesQuery
UserFieldsReport
UserIndexReport
UserModules
UserModulesQuery
UsersMaint
UsersMaintQuery
WebBrowser
WorkflowEventHandlerActivation
WorkFlowsQuery
WorkflowTemplates

Authorizations
Vendor Portal
Note: For Vendor Portal, you must have object authorizations on the Middleware level, not the form
level. These authorizations can be seen on the Object Authorization for Group form.
EventMessages
Licenses
PasswordParameters
SLDocumentObjectGroupViews
SLInventoryLevels
SLItemCategoryVendors
SLItemPriceRequests
SLItemPriceResponses
SLItemVendPrices
SLItemVends
SLItemWhses
SLParms
SLPlanningDetails
SLPoitems
SLPortalItemWhses
SLPortalPlanningDetails
SLPos
SLVendOnTimeDelPercents
SLVendorPortalCompanyProfile
SLVendors
UserEmails
UserNames

Chapter 6: Recovering After a System
Crash 6
To get everything working properly again in the event of a system crash, you may have to do any or all
of the following:
Unlock locked functions
Unlock locked journals
Recover locked tokens.
You can go to the individual forms mentioned above or you can run the Crash Recovery utility. It is
not always necessary to run the Crash Recovery utility. Read the following information for details
about when to run this utility.
Crash Recovery Utility
Use this utility to clear user sessions for all users except the user running this utility, unlock all locked
functions and journals, and clear two DC parameters. You would most commonly need to run this
utility following a crash of the utility server, but you can run it anytime.

Recovering After a System Crash
You do not need to run this utility following a database server crash. The functions of this utility are
performed automatically when the database server is rebooted.
Note: Any users still logged in are kicked out of the system when you run this utility. DO NOT run this
utility against a database that is still being accessed by users.
Unlock Locked Functions
If the Locked field is selected next to the function, it is locked. If the Locked field is cleared next to the
function, it is unlocked.
Use the Unlock Locked Functions utility to unlock functions that were somehow aborted prior to
normal termination. If a Locked message displays when you enter certain processes, use this utility
to unlock it.

Unlock Locked Journals
If the Locked field is selected next to the journal, it is locked. If the Locked field is cleared next to the
journal, it is unlocked.
Use the Unlock Locked Journals utility to unlock journals that are locked as a result of one of the
following operations being terminated prior to normal completion:
editing a journal
posting information into a journal
posting a journal

Recover Locked Tokens

If SyteLine terminates unexpectedly, it is possible that license tokens in use at the time are locked,
thus preventing users from logging in. In this case, use the Session Management form to free up the
locked tokens. See the online help for more information about the Session Management form.

Chapter 7: Setting up an Audit Log
7
Use the audit log to see which user performed what action at what time and on what form.
Use the following three forms to manage your audit logging:
Process Defaults
Audit Log Types
Audit Log.
Process Defaults
Use the Process Defaults form to enable audit logging.
Set the Default Value field to 1 for Enable Audit Logging. A default value of 0 turns the audit log
functionality off.

Setting up an Audit Log
Audit Log Types

Use the Audit Log Types form to create types of messages to include in the audit log. By default, the
system generates messages when users log on (type 1) and when users open a form (type 2).
Developers can create other types of messages that are generated by event handlers of the Add
Entry to Audit Log response type.
The Audit Log Types form displays the following information:

Message Type - The Message Type field indicates the type of message in the audit log. By default,
messages about users logging on are 1, messages about users opening forms are 2, and
messages about users modifying forms or objects are 3. Custom messages are numbered 10,000
and greater.
Category - Category identifies the type of auditing. Three values can appear in this field:
System - Types of events are User Login and Open Form. You cannot select a category of
System.
Custom Form Event - Custom Form Event allows programmers to add audit logging to any
event handler; for example, when a user selects a tab on a form.
Database - Database displays when records are added, updated, and deleted, and the
message displays 1) Database: Add, 2) Database: Update, or 3) Database: Delete, depending
on the action performed.
Table or Description - For System and Custom Form Events, this field describes the event being
logged. You can change the contents of this field at any time. The value in this field appears in the
Audit Log.
For Category Database, this field indicates the table that will have an audit log.
Fields - Fields is used only if the category is Database. This can be a specific database field
(cust_num, for example) or an asterisk (*). Entry of an asterisk indicates that all fields in the table
should be entered in the audit log.

Audit Log
Use the Audit Log form to view and delete messages in the audit log.
The Audit Log form displays the following information:

Log Description - This field describes the type of audit log. For example, if you opened the
Purchase Order Lines form, the Log Description lists the form name "PurchaseOrderLines".
Message Type - This field indicates the type of message in the audit log. By default, messages
about users logging on are 1, messages about users opening forms are 2, and messages about
users modifying forms or objects are 3. Custom messages are numbered 10,000 and greater.
Category - Category identifies the type of auditing. Three values can appear in this field:
System - Types of events are User Login and Open Form. You cannot select a category of
System.
Custom Form Event - Custom Form Event allows programmers to add audit logging to any
event handler; for example, when a user selects a tab on a form.
Database - Database displays when records are added, updated, and deleted, and the
message displays 1) Database: Add, 2) Database: Update, or 3) Database: Delete, depending
on the action performed.
Message Description - The message description is a description of the message type. The
description will be one of three vales:
User Login
Open Form
Custom Message
Primary Key - Primary Key identifies the database record being changed. It contains the fields that
make up the primary key. When multiple fields make up a key, the values are concatenated and
separated by dashes. For example, Purchase Order P000000001 Line 5 Release 2 appears as
P000000001-5-2.

Old Value - Old Value is only used for Category Database. Based on the activity - Add, Update, or
Delete - the following is displayed:
Add: Blank
Update: Value prior to update
Delete: Value prior to delete.
New Value - New Value is only used for Category Database. Based on the activity - Add, Update,
or Delete - the following is displayed:
Add: Value after the add
Update: Value after the update
Delete: Blank.
User Name - The user ID whose actions generated the audit log message is displayed.
Date/Time - Date/Time displays the system date and time that the audit log entry was made.

Chapter 8: Improving Performance
8
This chapter presents information on how to improve the performance of your system. In general,
techniques for improving performance are designed to reduce unnecessary processing, network
traffic, and blocking. The techniques minimize:
The number of unneeded records stored in tables
The number of records retrieved in queries
The number of locks on records in queries
The duration of locks on records
The size and duration of transactions
The fragmentation of tables and indexes.
Avoiding timeouts.
For information on customization and performance, see the document Modifying Infor SyteLine.
Hardware
You must have appropriate hardware to meet the demand put on your system. Refer to the Guide to
Technology for minimum requirements.
Server usage - Our recommended server usage is detailed in the Introduction chapter of the Infor
SyteLine Installation Guide.
Transaction log drives vs. data drives - Use separate physical drives for the data and log files.
Because transaction logs are written sequentially, they require fewer dedicated drives than do data
files. The number of physical drives, capacity, and performance are more important for the data
drives than for the transaction log drives.

Improving Performance
SQL Server Settings

SQL requirements are listed at the beginning of each chapter in this guide where appropriate. This
section includes some settings that can be used for a performance improvement. Refer to SQL
documentation for more information.
Auto Shrink - On the application database machine, always have Auto shrink disabled for all
databases. If it is disabled, your system will not show significant performance loss related to
shrinking the database. If it is enabled, SQL Server checks every 30 minutes to see if it needs to
shrink the database; this can cause a huge performance hit. You can use the DBCC
SHRINKDATABASE or DBCC SHRINKFILE commands when you need to shrink databases, or
you can use the SQL Server Agent to schedule regular file-shrinking instead of enabling Auto
shrink.
Auto update statistics - We recommend that you enable Auto update statistics for all
databases. This feature is enabled by default. With this feature enabled, SQL Server updates the
statistics of an index based on the following criteria:
If the number of rows in a table is greater than 6, but 500 or less, statistics are updated when
there have been 500 modifications made, OR
If the number of rows in the table is greater than 500, updates are made when 500 plus 20%
of the number of rows in the table have been modified.
When a SQL Server database is under very heavy load, this feature can update the statistics during
busy times, causing a performance issue. If you find that enabling the feature causes more problems
than it solves, you can turn it off, and then manually update the statistics when the database is under
a less heavy load.
We recommend that you both enable Auto update statistics and update statistics manually. See
Update Statistics on page 214.
Tempdb - Set the original size of the tempdb database files to a reasonable size (about the size of
the ledger table) to prevent the files from automatically expanding as more space is needed. If the
tempdb database expands too frequently, performance can be affected. Set the file-growth
increment percentage to a reasonable size (10% is a good choice) to avoid the tempdb database
files from growing by too small a value. If the file growth is too small compared to the amount of
data being written to the tempdb database, then tempdb may need to constantly expand, thereby
affecting performance. Place the tempdb database on a fast I/O subsystem to ensure good
performance. Stripe the tempdb database across multiple disks for better performance. Use
filegroups to place the tempdb database on disks different from those used by user databases.
Minimum server memory and Maximum server memory - Set these values based on the size
and activity of your instance of SQL Server.
MAXDOP - Set the max degree of parallelism option to 8 or less by using sp_configure.

Unneeded Data
Unneeded data in tables with a large number of records can increase query time and slow certain
processes. Infor SyteLine provides utilities for reducing unneeded data. SQL Server system stored
procedures aid in understanding table size.
Purge or Compress Unneeded Data

The following forms allow you to purge or compress data to improve performance. Determining when
to use these forms is primarily a business decision you need to make. Weve made
recommendations for some listed below. Refer to the online Help for information on how to use the
forms.
It is important to formulate a data retention plan for each area. You should decide how long to retain
data and who will purge or compress records that are older than the planned retention period.
Compress General Ledger Transactions
Delete Material Transactions - Do this as part of year-end procedures.
Delete Job Transactions
Delete A/P Posted Transactions
Activate/Deactivate Posted Transactions - A/P
Delete A/R Posted Transactions
Activate/Deactivate Posted Transactions - A/R
Delete Audit Logs
Audit Log Types - Look at the types you have on this form and verify that you need all the ones you
have created. Types 1 and 2 are standard default types, and you cannot delete them. All other
types (10,000 and above) are custom types created by you. You can delete these types.
Examine Table Size

The SQL Server system stored procedure sp_spaceused reports information about a table that can
be useful in forming and implementing a data retention plan. The stored procedure shows:
Number of rows in a table
Space reserved for a table
Space used by data in a table
Space used by the index in a table
Unused space in a table
In SQL Query Analyzer, with the SyteLine application database selected as the current database, use
the following syntax to generate a report on a table:
EXEC sp_spaceused table_name

Example:
EXEC sp_spaceused ledger
To report on tables that are likely to need attention in a data retention plan, you can use the following
script:
-- Ledger
EXEC sp_spaceused ledger
EXEC sp_spaceused ledger_all
-- Material Transaction
EXEC sp_spaceused matltran
EXEC sp_spaceused matltran_all
EXEC sp_spaceused matltran_amt
EXEC sp_spaceused matltran_amt_all
-- Job Transactions
EXEC sp_spaceused jobtran
-- AR Transactions
EXEC sp_spaceused artran
EXEC sp_spaceused artran_all
-- AP Transactions
EXEC sp_spaceused aptrxp
EXEC sp_spaceused aptrxp_all
-- Audit Logs
EXEC sp_spaceused AuditLog
To report on all tables in the database, you can use this script:
DECLARE @table_name sysname
DECLARE Tables_Cursor CURSOR FOR
SELECT name
FROM sysobjects
WHERE type = 'U' ORDER BY 1
OPEN Tables_Cursor
FETCH NEXT FROM Tables_Cursor

INTO @table_name
WHILE @@FETCH_STATUS = 0
BEGIN
EXEC sp_spaceused @table_name
FETCH NEXT FROM Tables_Cursor
INTO @table_name
END
CLOSE Tables_Cursor

DEALLOCATE Tables_Cursor
To select tables with similar names, modify the WHERE clause in the script. For example, to report
on only tables with the _all suffix, replace
WHERE type = 'U' ORDER BY 1
with
WHERE type = 'U' AND name LIKE '%[_]all' ORDER BY 1
See the Help for SQL Server for more information about sp_spaceused.
Filter Inactive Records in Data Integration

Data integration between this system and other products may require the transfer of a large number
of records with each update. Some records that are maintained in this system are not required in
integration with these programs. You can improve performance by excluding them.
You can modify a product to filter out specified customer, vendor, and item records. To specify a
record to be filtered, clear the field Active for Data Integration for the record in the Customers,
Vendors, or Items form. By default, the field is selected for each record, and the record is replicated
and synchronized with the other products.
SQL Server Maintenance

SQL Server statistics that are out of date and tables and indexes that are significantly fragmented
adversely affect system performance. You can monitor their condition and take steps to enhance
their performance.
Statistical Information
SQL Server uses statistical information about the distribution of values in a column to determine the
optimal strategy for evaluating a query. Distribution statistics help the system estimate how efficient
an index would be in retrieving data associated with a key value or range specified in the query.
As the data in a column changes, index and column statistics can become out-of-date, affecting query
performance. The statistics should be refreshed anytime significant numbers of changes to keys
occur in the index.
We recommend that you update statistics nightly or weekly for best performance (see Update
Statistics on page 214).
You can use the dbcc show_statistics statement to generate a report on the distribution statistics for
an index. The statements in this section use the following syntax:

dbcc show_statistics (table_name, index_name)

In SQL Server Management Studio, with the application database selected as the current database,
the following statements show the current statistics and the last time statistics were updated for
primary keys in major tables:
dbcc show_statistics (item, pk_item)
dbcc show_statistics (customer, pk_customer)
dbcc show_statistics (ledger, pk_ledger)
dbcc show_statistics (matltran, pk_matltran)
dbcc show_statistics (matltran_amt, pk_matltran_amt)
dbcc show_statistics (journal, pk_journal)
dbcc show_statistics (ledger_all, pk_ledger_all)
The results indicate the selectivity of an index (the lower the density returned, the higher the
selectivity) and provide the basis for determining whether an index is useful in optimizing queries.
See SQL Server Help for dbcc show_statistics and other DBCC (Database Console Commands)
statements.
Update Statistics
Use the Transact-SQL statement UPDATE STATISTICS if
A process suddenly takes much longer than usual to run
There is a significant change in the key values in an index
A large amount of data in an indexed column has been added, changed, or removed, or the table
has been truncated using the TRUNCATE TABLE statement and then repopulated.
We recommend that you update statistics nightly or weekly.
This example updates the statistics for all indexes on the customer table.
UPDATE STATISTICS customer
To update statistics for all tables in the in the current database, you can run the SQL Server stored
procedure sp_updatestats, which uses UPDATE STATISTICS:
EXEC sp_updatestats
For more information, see SQL Server Help for UPDATE STATISTICS and sp_updatestats.
Fragmentation Information
Fragmentation occurs through data modifications (INSERT, UPDATE, and DELETE). For queries that
scan part or all of a table, this fragmentation can cause additional pages to be read, adversely
affecting performance.
You can use the Transact-SQL DBCC SHOWCONTIG statement to display fragmentation information
for the data and indexes of a specified table.

To determine whether a table is heavily fragmented, use the following syntax in SQL Query Analyzer,
with the application database selected as the current database:
DBCC SHOWCONTIG (table_name)
In the result set, the value of Logical Scan Fragmentation gives an indication of the table's
fragmentation level. The value should be close to zero, although a value from 0% through 10% may
be acceptable.
To show in a grid an abbreviated result set for every index on every table, use:
DBCC SHOWCONTIG WITH TABLERESULTS, FAST
To show the full result set for every index on every table, use:
DBCC SHOWCONTIG WITH TABLERESULTS, ALL_INDEXES
For more information, see SQL Server Help for DBCC SHOWCONTIG.
Defragment Indexes
We recommend that you rebuild your table indexes on a weekly basis if possible.
The Transact-SQL DBCC INDEXDEFRAG statement defragments indexes of a specified table,
improving index-scanning performance.
DBCC INDEXDEFRAG (database_name, table_name, index_name)
The script below uses DBCC INDEXDEFRAG and DBCC SHOWCONTIG to defragment all indexes
in a database fragmented above a declared threshold of 30 percent. The script is from Microsofts
Transact-SQL Reference, copyright 2004 Microsoft Corporation, One Microsoft Way, Redmond,
Washington 98052-6399 U.S.A.; all rights reserved.
Note that you must specify a database before you run the script.
/*Perform a 'USE <database name>' to select the database in which to run the script.*/
-- Declare variables
SET NOCOUNT ON
DECLARE @tablename VARCHAR (128)
DECLARE @execstr VARCHAR (255)
DECLARE @objectid INT
DECLARE @indexid INT
DECLARE @frag DECIMAL
DECLARE @maxfrag DECIMAL
-- Decide on the maximum fragmentation to allow

SELECT @maxfrag = 30.0
-- Declare cursor
DECLARE tables CURSOR FOR
SELECT TABLE_NAME
FROM INFORMATION_SCHEMA.TABLES

WHERE TABLE_TYPE = 'BASE TABLE'
-- Create the table

CREATE TABLE #fraglist (
ObjectName CHAR (255),
ObjectId INT,
IndexName CHAR (255),
IndexId INT,
Lvl INT,
CountPages INT,
CountRows INT,
MinRecSize INT,
MaxRecSize INT,
AvgRecSize INT,
ForRecCount INT,
Extents INT,
ExtentSwitches INT,
AvgFreeBytes INT,
AvgPageDensity INT,
ScanDensity DECIMAL,
BestCount INT,
ActualCount INT,
LogicalFrag DECIMAL,
ExtentFrag DECIMAL)
-- Open the cursor

OPEN tables
-- Loop through all the tables in the database

FETCH NEXT
FROM tables
INTO @tablename
BEGIN
-- Do the showcontig of all indexes of the table
INSERT INTO #fraglist
EXEC ('DBCC SHOWCONTIG (''' + @tablename + ''')
WITH FAST, TABLERESULTS, ALL_INDEXES, NO_INFOMSGS')
FETCH NEXT
FROM tables
INTO @tablename
END
-- Close and deallocate the cursor

CLOSE tables
DEALLOCATE tables

-- Declare cursor for list of indexes to be defragged

DECLARE indexes CURSOR FOR
SELECT ObjectName, ObjectId, IndexId, LogicalFrag
FROM #fraglist
WHERE LogicalFrag >= @maxfrag
AND INDEXPROPERTY (ObjectId, IndexName, 'IndexDepth') > 0
-- Open the cursor

OPEN indexes
-- loop through the indexes

FETCH NEXT
FROM indexes
INTO @tablename, @objectid, @indexid, @frag
BEGIN
PRINT 'Executing DBCC INDEXDEFRAG (0, ' + RTRIM(@tablename) + ',
' + RTRIM(@indexid) + ') - fragmentation currently '
+ RTRIM(CONVERT(varchar(15),@frag)) + '%'
SELECT @execstr = 'DBCC INDEXDEFRAG (0, ' + RTRIM(@objectid) + ',
' + RTRIM(@indexid) + ')'
EXEC (@execstr)
FETCH NEXT
FROM indexes
INTO @tablename, @objectid, @indexid, @frag
END
-- Close and deallocate the cursor

CLOSE indexes
DEALLOCATE indexes
-- Delete the temporary table

DROP TABLE #fraglist
GO
Customizations
Customizations to SyteLine should be evaluated for performance along with standard product
components. You should ensure that indexes for new tables are designed correctly and maintained
adequately. If a custom feature performs slower than when it was first implemented, determine
whether unneeded records are causing the performance reduction.
Custom reports and processes should be evaluated to see if they are reading the least number of
records. BI queries should be similarly evaluated for efficiency.

User Actions
End users practices can slow SyteLine performance. Actions such as querying an unlimited number
of records into a form, specifying overly broad query criteria in reports, and running unneeded reports
increase network traffic and can tax database resources.
Reduce the Number of Rows Returned in Queries

In WinStudio, users can choose to retrieve all rows or any specified maximum number of rows in
queries. This option overrides a default limit set on queries that return data records and items in drop-
down lists. However, unlimited queries can degrade system performance or exceed the resources of
the utility server and the client machine.
The process default WinStudio Max Record Cap allows you to set a systemwide limit on the number
of records or drop-down list items that users can query into forms. The limit overrides any setting
made by the user in WinStudio. See the Help for the Process Defaults form.
Reduce the Scope of Reports

Report users should be sure to set criteria in a such way that the system returns only the information
needed for the purposes of the report. Users should limit the range of time frames and other criteria to
prevent needless processing.
Users should avoid running unnecessary reports.
Replication
Configure Multi-site Replication with a Master Site and Shared Tables
Set up an intranet with a master site and share certain _all tables. This allows other sites to use
views into shared _all tables on the master site, reducing replication traffic between the sites.
Advantages and requirements are described in the Multi-Site Planning Guide. The process is
described in the Multi-Site Implementation Guide.
Locking and Blocking

Locking prevents users from reading data being changed by other users, and prevents multiple users
from changing the same data at the same time. If locking is not used, data within the database may

become logically incorrect, and queries executed against that data may produce unexpected results.
SQL Server enforces locking automatically. Locking can occur at record, page, or table level.
Blocking occurs when one user holds a lock and a second user requires a conflicting lock type. This
forces the second user to wait, blocked by the first. Typically, the second user sees an hourglass
while trying to process or save records. Most blocking problems happen because a single process
holds locks for an extended period of time, causing a chain of blocked processes. A design goal is to
minimize the amount of time a record is locked to reduce the potential blocking of another user.
A deadlock arises when two processes have data locked, and each process cannot release its lock
until the other process has released its lock. SQL Server rolls back one of the transactions and then
allows the other transaction to continue.
Monitor Blocking
The utility SyteLine SQL Performance Log allows you to monitor blocking and to log the results.
Download the utility from the support site http://www.infor.com/inforxtreme. For more information, see
knowledge base numbers 686928 and 669045.
Save Each Modified Row in a Separate Transaction

You can specify that WinStudio save each modified row in a separate transaction. By default, without
this setting, all modified rows are sent to the mid-tier to be processed within a single transaction.
Saving one row per transaction can alleviate blocking problems in some forms. Whether the setting
enhances performance depends on the complexity of a form's save operation and the speed of the
network connection. Forms that require highly complex saves may benefit from the setting, especially
if connection speed is adequate. Forms that require simple save operations are less likely to benefit,
especially if the additional network traffic required in saving one row at a time slows the system.
In default WinStudio behavior, if one row fails, the entire transaction is rolled back. When you save
each row in a separate transaction and a row fails, all previous rows remain committed.
Note: If your form design requires that all modified rows be committed as a unit, with processing on
the unit before and/or after a save operation, saving rows in separate transactions may not be
appropriate. If an error occurs on a row, some rows may be committed and others not committed.
The following forms save rows in separate transactions:
Job Orders
Customer
Vendor
Item
Job Operations
Job Materials
Current Operations

Current Materials
Purchase Orders
Purchase Order Lines
Customer Orders
Customer Order Lines
For instructions on setting this feature, see "Save One Row Per Transaction" in the Help for
WinStudio edit mode.
Set the Collection Read Mode (Transaction Isolation Level)

You can specify whether form queries read committed or uncommitted data by setting the Collection
Read Mode. The setting applies to queries that load primary collections, secondary collections, and
lists, and to in-collection validations. It also applies to background-task queries that generate reports
and to background-task stored procedures. The setting does not affect SQL SELECT operations or
other processing coded in stored procedure (method) calls. The default Collection Read Mode,
UNCOMMITTED, corresponds to the Transact-SQL statement SET TRANSACTION ISOLATION
LEVEL READ UNCOMMITTED.
With the UNCOMMITTED setting, which allows the reading of uncommitted data, users do not have
to wait for other long-running transactions that access the same dataset to complete before their
queries can complete.
With the COMMITTED setting, a query reads committed data and returns only data for which the
query can get a shared lock.
The base, systemwide transaction isolation level is set on the Process Defaults form. Note that if this
setting is unsuitable for all forms and tasks, you can override it for selected forms and tasks. You can
set the isolation level for individual reports and stored procedures on the Background Task
Definitions form. You can also override the system setting at the form level in WinStudio edit mode.
See "Set the Read Mode for a Collection" in the Help for WinStudio edit mode and "Setting
Transaction Isolation Levels" in the Help for Infor SyteLine.
Prevent Locking of the Journal Table During Mass Journal Posting

Posting a large number of transactions with the Mass Journal Posting form can set an exclusive
lock on the journal table. This prevents users from inserting data into the table until the posting is
complete.
The process default Journal Posting - No Table Locks allows you to override this behavior. The
value 1 prevents an exclusive table lock from being taken during mass journal posting. The value 0
does not prevent a lock. The setting applies to both forms and the background task that runs journal
posting without middleware. See the Help for the Process Defaults form for more information.

Prevent Blocking of Other Processes When Rolling Current Costs

to Standard Costs
Normally, the Roll Current Cost to Standard Cost utility processes all current costing data at one
time. When processing large amounts of data, this can block other processes, such as adding jobs,
adding CO lines, using the Purchase Order Receiving form, or opening the Customer Order Lines
form.
The process default Roll Current to Standard - No Table Locks allows you to override this behavior.
Changing this setting from 0 (the default) to 1 can eliminate this blocking. You should understand,
however, that selecting this option can also slow down the Roll Current Cost to Standard Cost
utility processing.
Prevent Deadlocks on the Item Table During Certain Operations

Deadlocks on the item table can occur during certain operations involving bills of materials that
contain many items. The Lock Job Items process default determines whether job items are locked
during these operations. With the value 1, operations such as releasing a job, which copies the bill of
materials, and posting a job will lock all item records in blocks according to the operation number. The
default value, 0, does not lock item records. See the Help for the Process Defaults form.
Avoid Long Delays from Deadlocks

A high value for the process default Number of Deadlock Retry Attempts can cause users to
experience excessive delays from deadlocks. The value 3 is a recommended starting point. See the
Help for the Process Defaults form.
Windows Tools
Memory - Use Perfmon to determine memory usage and to determine if expansion is needed. If
additional memory is used as AWE memory, verify in the SQL Server error log that the statement
"Address Windowing Extensions enabled" exists.
SQL Server Stored Procedures and Commands

The items in this section can be used to return information related to performance.

sp_who and sp_who2 - The stored procedure sp_who shows what SPID is blocked; sp_who2
shows who is blocking.
sp_helpindex (table_name) - Gives index information on a table.
DBCC OPENTRAN - Determines whether an open transaction exists within the log.
DBCC INPUTBUFFER (SPID) - Displays the last statement sent from a client to SQL Server.
DBCC Trace On - Enables specified trace flags.
Print Barcode Reports in PDF Format

After you install barcode fonts on the utility server, restart the server so that the fonts appear
properly in PDF format on barcode reports.
Troubleshoot Timeout Errors

If you receive timeout errors when executing long-running processes, use this section as a
troubleshooting guide. The items listed are listed in the order you should check them. Its a good
idea to keep track of the original settings so you can change them back if you like.
1. Configuration Manager - On the Utility Server select Start>All
Programs>Infor>Tools>Configuration Manager. Select the configuration and click the Edit
button. For the application database, ensure 'Query Timeout' is set to 0 to make the timeout
unlimited.
2. SQL Server - On the SQL Server (database server), open SQL Management Studio and log in.
Right-click on your SQL Server and select Properties. Click Advanced. Set the value of Query
Wait to 0 to make the timeout unlimited.
3. MSDTC - On the Utility Server select Start>All Programs>Administrative Tools>Component
Services. Expand until you find My Computer. Right-click on My Computer and select Properties.
Click the Options tab and set Transaction Timeout value to 0.
4. httpRuntime executionTimeout. This setting is located within the web.config file on the utility
server where IIS is running. Find web.config here - C:\Inetpub\wwwroot\IDORequestService.
This file is delivered with SyteLine. The maximum is 7800. Open the file and look for the following:
<httpRuntime executionTimeout="number" maxRequestLength="16384"/>
Change number to 7800.
5. machineSettings maxTimeout - This setting is located within the machine.config file on the utility
server. Find this file here - C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG. Infor
does NOT distribute this file as part of SyteLine. Change this setting to 2 hours. To do this, make
an entry in the machine.config file.
In the machine.config file, find: </configuration> and just inside of it (to the left of it) add the
following:

<system.transactions>
<defaultSettings distributedTransactionManagerName=""
timeout="02:00:00"/>
<machineSettings maxTimeout="02:00:00"/>
</system.transactions>


Chapter 9: Populating An Empty
Database 9
Note: For more information about the forms listed in this section, refer to the online help.
When populating an empty database, it is recommended that you enter the following information on
the following forms in the following order:
Step 1: Users
Use this form to register users to the application. A user ID is required for each user who logs on to
the application.
Step 2: Object Authorizations for User
Use this form to set up form-level security for a user or to set up security for a user based on a middle-
tier IDO.
Step 3: Chart of Accounts
Use the Chart of Accounts form to define account numbers which will be used throughout the system
to record, track, and report costs. The General Ledger is tied to other parts of the system through the
Chart of Accounts and the journals.
Step 4: Accounting Periods
Use the Accounting Periods form to maintain the accounting periods used by General Ledger.
Step 5: Bank Reconciliations
Infor SyteLine maintains a transaction history of all activity against the bank checking accounts your
company uses. You can view this information through the Bank Reconciliations form, and also
prepare bank reconciliations by tracking what has been recorded by the bank.
Step 6: Financial Statement Definition
You can define your own financial statements that best suit your reporting needs. Using the Financial
Statement Definition form, you can add new financial statements. You then use the Financial
Statement Definition Columns and Financial Statement Line Definition forms to define the content and
format of a given statement.
Step 7: Financial Statement Definition - Columns
See Financial Statement Definitionin the previous step.

Populating An Empty Database
Step 8: Financial Statement Line Definition:

See Financial Statement Definitiontwo steps prior to this one.
Step 9: General Parameters
Use the General Parameters form to set the parameters used throughout the system.
Step 10: Shop Floor Control Parameters
Use the Shop Floor Control Parameters form to set up default settings for shop floor data and for
running the Scheduler.
Step 11: Order Entry Parameters
Use the Order Entry Parameters form to set default values for customer order entry.
Step 12: Inventory Parameters
Use the Inventory Parameters form to set parameters in your inventory system for use throughout the
entire system. Changing these parameters can affect the way the system is run and how it handles
inventory.
Step 13: Planning Parameters
Use the Planning Parameters form to enable features and options used throughout the MRP and APS
planning functions.
Step 14: Purchasing Parameters
Use the Purchasing Parameters form to enter default values for use throughout Purchasing.
Step 15: Accounts Payable Parameters
Use the Accounts Payable Parameters form to specify the accounts to use in the General Ledger.
These accounts are used throughout A/P for distributions to the G/L.
Step 16: Accounts Receivable Parameters
Use the Accounts Receivable Parameters form to enter the default parameter values the system
applies throughout Accounts Receivable.
Step 17: Departments
Use the Departments form to maintain a list of all departments referenced by work center and
employee records. The Department field also appears on the Fixed Assets Class Codes form. You
use departments to group work centers for application of overhead rates and direct labor cost. To
report departmental shop floor capacity, combine all work centers of the department.
Step 18: Product Codes
Use product codes to group similar types of items and assign each group an identifying code.
Product codes can override system-wide parameters for a subset of items.
Step 19: Distribution Accounts
Distribution accounts are a set of accounts grouped by Warehouse and Product Code.

Step 20: Tax Codes

Use the Tax Codes form to specify the percentage of tax to charge to a customer and the G/L Account
to which the sales tax is to be posted.
Step 21: Tax Systems
Use the Tax Systems form to establish the tax system and Tax Codes used in processing Value
Added Tax or sales tax related information. The Value Added Tax function processes items in
Customer Order Entry, Purchasing, Accounts Receivable, and Accounts Payable.
Step 22: Tax Parameters
Use the Tax Parameters form to define global (applying to both tax systems) switches and dates, and
to set optional tax data printing options.
Step 23: Prov/States
Use the Prov/States form to enter state or province abbreviations.
Step 24: Billing Terms
Use the Billing Terms form to identify and maintain billing terms to be applied to customers. The
Billing Terms code displays on the Customers and Vendors forms. You can identify default billing
terms for each customer or vendor.
Step 25: Miscellaneous Receipt Reason Codes
Use the Miscellaneous Receipt Reason Codes form to track the entry of Miscellaneous Receipt
transactions. For example, you could use the code RTS to indicate a return to stock.
Step 26: Miscellaneous Issues Reason Codes
Use the Miscellaneous Issues Reason Codes form to track the entry of Miscellaneous Issue
transactions. For example, you could use the code TES to indicate the material was issued for
testing.
Step 27: Locations
Use the Locations form to maintain the list of valid places for inventory. These locations are used
when establishing inventory balances and processing inventory transactions. The system initially
creates a location of Stock and strongly recommends that you not delete this record, since several
Infor SyteLine programs assume that Stock exists as a default.
Step 28: Unit of Measure Codes
Use the Unit of Measure Codes form to maintain all units of measure that can be associated with an
item. Transactions can then be tracked in various units. A base unit of measure is assigned to each
item on the Items form.
Step 29: Shift Codes
Use the Shift Codes form to maintain codes that identify particular shifts for use in payroll
administration. You can create as many shifts as needed based on the starting and ending times for
a flex-time work schedule. Use the Scheduling Shifts form to define shifts to schedule resources for
working on operations.


Chapter 10: Database Name Change
10
If for any reason you have changed the name of your application database, you must also change a
pointer in the system to that new database name.
Sites/Entities form - On the System Info tab, change the Database Name field to the new name.

Database Name Change

Chapter 11: Recommended Patch Analysis
11
Use the Recommended Patch Analysis form to display the recommended updates. You can open
the form and populate the fields on a client, but you will not receive all of the information available. To
see all of the recommended updates, open the form and populate the fields on the utility server.

Recommended Patch Analysis

Appendix A: Web Rendering Differences A
This appendix lists the differences in behavior between the standard WinStudio Smart Client and the
Web Client. Subsequent releases will reduce this list.
Note: If you use the Web Client with Internet Explorer 8, you must clear the Display internet sites in
Compatibility View field found on the Tools > Compatibility View Settings dialog in Internet
Explorer.
Sign In Screen
The fields on the Sign In for the Web Client screen do not have labels, and the layout is a bit different
(a horizontal arragement instead of a vertical one) from the Smart Client.
Runtime Options
The following functions in the menus listed below are not available in web rendering:
From the Form menu

Page setup
Print preview
Print
Export to File
Workspaces

Web Rendering Differences
From the View menu

Some of the items on the view menu listed below are visible, but they behave differently than they do
in a regular client.
Explorer
Diagnostics
Inbox
Task List
Status bar
System Notes
Activate Next Collection
Home Cursor
Activate Pane 1 (and 2)
Warnings
Window menu
There is no window menu.
Grid views
In grid collection displays, the status indicators for records are different for the Web Client view:
Smart Client Web Client

Status Indicator Indicator
Active (selected) record >
New (n)
Modified (m)
Marked for deletion (d)
Error (e)
Non-supported items
The items in this list are not supported for the web client. Many of these items will be supported in
subsequent releases.
Internet Explorer 7 is not supported. For a list of supported browsers, see the "Requirements"
section of Chapter 2, "Setting up the Utility Server" in the Infor SyteLine Installation Guide.

Numeric fields (example: Check Number in AP Payments) behave differently. You must tab into a
numeric field or highlight the whole field before entering data.
The Alerts, Tasks, and Inbox options on the Home pages are not supported.
The Communication Wizard (for Customers, Sales Contact Groups, and Campaigns) is not
supported.
The following forms do not display in web client: Web Browser, Plan Detail, Resource Gantt
Chart, Resource Gantt Chart APS, Demand Detail APS, Export Routing BOM, BOM Import
Builder, User Calendar, and Calculator.
Design mode is not supported.
Forms that have "browse" buttons to present an open file dialog have those buttons disabled. On
the License Management form for example, you can not browse to a license file. You must paste
in the contents of the file.
In View>Settings, the tabbed UI colors and event system areas are not provided.
Color, font, and images dynamically applied to individual cells within grids are not supported.
Sending e-mails using Outlook Client is not supported.
Auto-insert (*) row in grids is not supported.
The following SyteLine forms are not currently supported in the web client: Replication Document
Inbox and Replication Document Outbox.
Because web browsers typically use original defaults for the regional language you are on, if you
customize the regional language settings to alter the format of how dates, numbers, and times
display, these customized changes show up on the smart client but not in the web client.
You can not double-click in any browser on a phone.
Tap-and-Hold on mobile browsers is treated as right-click.
In some browsers, controls for Critical Number and DataView forms might not refresh as
expected. The controls work properly in Internet Explorer.
Form Component Types
UserControl
The winforms UserControl assemblies currently provided do not run in web rendering. However, you
can make a UserControl component work in both winforms and web rendering by retaining the
winforms assembly and specifying a web assembly and URL. The web assembly contains a non-
winforms class derived from our WSUserControlBase class or by implementing the interface. This
implements the server-side communications between the WinStudio runtime and your code.
You can write a web page which communicates with our web browser infrastructure via a javascript
API which includes the ability to post requests back to WinStudioRuntime as well as to receive
messages from the WinStudioRuntime in the browser.

The web assembly gets deployed on the web rendering web server. The web content can then be
deployed wherever you wish.
WinStudio Diagnostics
For web rendering, there is no client support for WinStudio Diagnostics. However, if you need to use
this capability on the web/utility server, follow these steps:
1. On the web/utility server for the Web Client, edit the user preferences .xml file, which is found
here - c:\ProgramData\Mongoose. ProgramData is a hidden folder, so you will have to unhide it
to see it. The name of the user preferences .xml file follows this naming syntax "<application
name>Prefs<sytelineusername>.xml".
2. Find the section in the .xml file for diagnostics, and enable the settings you want by changing the
value of the tags from a 1 to a 0.
3. Run LogMonitor.exe (Start > All Programs > Infor > Tools > Log Monitor).
Now if you log in as that user on a configuration for that application, you will see the WinStudio
diagnostics in Log Monitor.
Event Handler Response Types

Timer - not supported
RunExe - not supported
Opening a Second Session in Internet Explorer

If you are using Internet Explorer 8 as your browser and you want to open a second session, you
must select File > New Session in Internet Explorer.

Other Non-Supported Items
Doc-Trak Disabled Forms

Users with a Doc-Trak license will not be able to use the following forms when running Web Client:
LC_DT_ScannersSetup
LCDTIndentedJobBOMQueryResults
LCDTPrintBPOPaperwork
LCDTPrintESTPaperwork
LCDTPrintJobPaperwork
LCDTPrintOVPaperwork
LCDTPrintPOPaperwork
LCDTPrintRMAPaperwork
SytePlan
S&OP Workbench is not supported.
S&OP Margin Analysis form is not supported.
Forecasting
The Forecast Sales Analysis form is not supported.
Workbench Suite
There are a handful of notable differences regarding Workbench Suite behavior when comparing the
Web Client to the Smart Client. Critical Number Gauges behave the same in the Web Client as they
do on the Smart Client with the exception of right-click display settings support and the thermometer
style gauge. While you can drill down into the details of a critical number (assuming it is configured to
do so), drilling into the maintenance form from the critical number details (with filtering to a selected
record) is not supported in the web client.

The DataView Results Grid have a slightly more noticeable reduction in features as listed in the table
below. Over time it is expected that the difference between the two means of access will decrease as
the Web Client is enhanced to support more advanced features.
The DataSearch and DataView Actions features are not supported.
FS-Plus
When FS-Plus is run on the Web Client, the subsets of features that are not available are as follows:
Scheduling Board - The advanced functionality of the interactive scheduling board does not
lend itself well for deployment over the Web. As scheduling and dispatch are considered back
office tasks, they will be limited to the Smart Client deployment.
MapPoint Integration - Due to potential security risks and filter permission complications,
MapPoint will only be available on the Smart Client.

Appendix B: Partner Products Integration
Notes
B
This appendix displays information provided by our partners regarding SyteLine enhancements that
they may or may not have integrated into their products.
The Lake Companies Products

The table below details each SyteLine functional enhancement which could affect a Lake Companies
Product. A "Y" in the "Integrated" column signifies that product(s) listed have been redesigned to take
advantage of the functional and architectural enhancements. Those not integrated will be addressed
in an upcoming release.
Lake Companies Products

Affected
SyteLine Enhancement Integrated Notes
Customer Maintenance - Multisite Basis Y Doc-Trak

(2777)
Item Maintenance - Multisite Basis Y Doc-Trak

(2778)
Dimensional Inventory Y Shop-Trak, Doc-Trak

(4410)
Utility to Move Estimate to History Y Doc-Trak

(4428)
Add Mfg Part Number Y Doc-Trak

(4581)
Add Backflush for Lot & Serial # Not in initial release Shop-Trak
(4586)
Add Remittance Advice Y Doc-Trak

(4846)

Partner Products Integration Notes
Lake Companies Products

Affected
SyteLine Enhancement Integrated Notes
Serial/Lot # Assignment, Auto Gen, and Shop-Trak

Trace
- S/N by Item & S/N Configuration Y
- Preassigned Lot/Serial Numbers Y
- Lot/Serial Traceability Not in initial release Not in initial release.

(4854)
MSRS - Reporting Services Y Shop-Trak, Doc-Trak

(4856)
Container Inventory Doc-Trak - Yes Shop-Trak, Doc-Trak

(4892)
Shop-Trak Not fully in Shop-Trak addresses moving
initial release Items into Containers for
Inventory, but does not address
issuing Containers out of
inventory.
Windows Mobile Solutions Y Doc-Trak

(4947)
Support vs2010 and .net4 Y Shop-Trak, Doc-Trak

(5056)
Customer Doc Profile Invoicing Changes Y Doc-Trak

- Consolidated Invoicing
(5172)
RSVP Products
The table below details each SyteLine functional enhancement which could affect QCS from RSVP
Business Systems. A "Y" in the Integrated column signifies that product(s) listed have been

redesigned to take advantage of the functional and architectural enhancements. Those not integrated
will be evaluated in a future release for integration based on customer demand.
SyteLine RSVP QCS

Enhancement No Impact Integrated Comments
Multiple Email Addresses Y

(5007)
Inventory Changes Y
(4854)
FOB Invoicing Restriction Y

(5156)
Non-Inventory Item on CO Y Not specifically tested but is no

(3639) impact as the item will not be in
the item master and therefore
cannot be used. Same as non-
inventory on a PO
Planning by Warehouse Y
(4589)
Set GL Acct Control Y

(4634)
Designate Default Ship-To Y

(5121)
Support vs2010 and .net4 Y This is no impact as RSVP has

(5056) no specific .net components
Web Assembly Path Y No impact as QCS does not

(5090) use custom libraries.
Consignment Warehouse Y No impact as this is just a

Inventory location to receive into and
(4771) QCS works with qty only.
Multi-lingual Support of Y
Customer Documents
(5123)
Manufacturer Part Number Y QCS was changed to deal with

(4581) MFG Part number entry. No
issues found to date.
Dimensional Inventory Y QCS inspects the quantity not

(4410) each dimension.
Container Inventory Y Have additional testing

(4892) planned has full integration
through all testing to date.
Improved Priority Control Y

(1838)

SyteLine RSVP QCS

Enhancement No Impact Integrated Comments
Multi-currency Payment Y
(4979)
DIFOT (Delivered In Full On Y

Time) Reporting
(4735)
Option to Print Lot Numbers Y

on Invoices
(4768)
Electronic Signature Y QCS utilizes electronic

signatures for disposition and
test results.
Single Source Products

The table below details each SyteLine functional enhancement which could affect a Single Source
System Productivity Product. A "Y" in the Integrated column signifies that the product(s) listed have
been redesigned to take advantage of the functional and architectural enhancements. Those not
integrated will be evaluated in a future release for integration based on customer demand.
SyteLine Single Source Systems Products

Enhancement Integrated Affected
Multiple Email Addresses Y FS-Plus / Plant Maintenance, Workbench Suite,

(5007) and RFQ
Inventory Changes Y FS-Plus / Plant Maintenance, Mobile / Web,

(4854) POS, RMA Extensions, Outside Process
Management, and Instant Order Fulfillment
FOB Invoicing Restriction Y Instant Order Fulfillment

(5156)
Non-Inventory Item on CO Y Instant Order Fulfillment

(3639)
Planning by Warehouse Y FS-Plus / Plant Maintenance

(4589)
Set GL Acct Control Y FS-Plus / Plant Maintenance, Point of Sale, and

(4634) RMA extensions
Designate Default Ship-To Y FS-Plus / Plant Maintenance, Mobile/Web,

(5121) POS, and Instant Order Fulfillment

SyteLine Single Source Systems Products

Enhancement Integrated Affected
Support vs2010 and .net4 Y FS-Plus / Plant Maintenance, Workbench Suite,

(5056) POS, FASView/FASMail, and Credit Card
Interface
Web Assembly Path Y All products (Installation files)

(5090)
Consignment Warehouse FS-Plus / Plant Maintenance, POS, and Instant

Inventory Order Fulfillment
(4771)
Multi-lingual Support of Instant Order Fulfillment

Customer Documents
(5123)
Manufacturer Part Number FS-Plus / Plant Maintenance, Mobile / Web,

(4581) Instant Order Fulfillment, POS, RMA
Extensions, and Outside Process Management
Dimensional Inventory FS-Plus / Plant Maintenance, Mobile / Web,

(4410) Instant Order Fulfillment, POS, RMA
Extensions, and Outside Process Management
Container Inventory FS-Plus / Plant Maintenance, Instant Order

(4892) Fulfillment, RMA Extensions, and Outside
Process Management
Improved Priority Control FS-Plus / Plant Maintenance

(1838)
Multi-currency Payment FS-Plus / Plant Maintenance and POS

(4979)
DIFOT Reporting FS-Plus / Plant Maintenance

(4735)
Option to Print Lot Numbers FS-Plus / Plant Maintenance

on Invoices
(4768)


Index
Symbols D
~LIT~ Syntax 28, 32 Data Collection
A Multiple Logins 56
ActiveBGTasks 31 Database Name, Substitution Keyword 31
additional ERP documentation 9 Debug Mode, Running Infor ERP Task Manager
in 32
Admin Client 16
Debug Parameters, in Task Manager 33
Application Database 14
Default Output and Preview Formats 22
Audit Log 205, 207
DMZ Server 15
Setting Up 205
documenation
Audit Log Types 206
additional for ERP 9
Authorizations 61
E
B
E-mail 22
Background Tasks 19
E-mail Notification 21
Background Task Definitions 24
in Report Options 23
Background Task History 29
on Intranets Form 21
Create 23
Empty Database
Delete a Waiting Task 29
Populate 225
Executable Programs 29
End-User 16
Reports 28, 29
Error File
Stored Procedures 29
Substitution Keyword 31
Utilities 28
Substitution Keyword to Prevent Deletion 32
View Running Tasks 28
Event Log 43
Barcode Reports 222
Event Messages from Task Manager 46
BG~ Keywords 31
Excluded Tasks, Defining 23
BGTaskDefinition 31
EXE Files
BGTaskHistory 31
Database Connections 27
C
Returning Error Information through Infor ERP
Classic View 17 Task Manager 27
Clients 16 EXE Files, Running Through Infor ERP Task
COM+ 17 Manager 26

Index
F Engineering Change Notices Hide Costs 116

Fax Header, Substitution Keywords 31, 32 Engineering Change Notices Job Delete 115
Form-Level Security 61 Engineering Change Notices Job Insert 115
Forms Database 14 Engineering Change Notices Job Update 115
Forms Security 67 Engineering Change Notices Job View Costs
115
G
Engineering Change Notices Post 115
General Parameters Form 45
Engineering Change Notices Std Delete 115
Get Options 30
Engineering Change Notices Std Insert 116
Group
Engineering Change Notices Std Update 116
Accounts Payable 71
Engineering Change Notices Std View Costs
Accounts Receivable 73 116
Advanced Manufacturing 76 Enter Out Of Date Range 119
APS - Override Projected Date 79 Entity Forms 119
APS - Set Due Date 80 ERPConfiguration 122
Auditor 80 Estimating 122
Credit Field Update 107 Estimating Hide Costs 124
Customer Portal 107 Estimating Hide Prices 124
Data Collection 109 Fixed Assets 125
Data Collection Hide Costs 111 General Ledger 126
Data Collection IDO 111 Goods Receiving Notes 129
Delivery Orders 113 Human Resources 129
Delivery Orders Hide Prices 113 Internal System Users 134
Electronic Data Interchange 116 Inventory 136
Electronic Data Interchange Hide Costs 119 Inventory Costs Maintenance 144
Employee Hourly 119 Inventory Hide Costs 144
Employee Salaried 119 Item Maint - Rev Track 145
Engineering Change Notices 114 Item Stockroom - Remote Insert 145
Engineering Change Notices Approve 114 MGR - Accounts Payable 145
Engineering Change Notices Est Delete 115 MGR - Accounts Receivable 146
Engineering Change Notices Est Insert 115 MGR - Data Collection 146
Engineering Change Notices Est Update 115 MGR - General Ledger 146
Engineering Change Notices Est View Costs MGR - Human Resources 147
115
MGR - Inventory Control 147

Index
MGR - Order Entry 148 Systems Administration 193

MGR - Payroll 149 Web-Based DC Transaction 111
MGR - Purchasing 150 Group Authorizations 66
MGR - Return Material Authorizations 150 View 66
MGR - Shop Floor Control 150 Group Lists 70
Mobile IT 152 Groups 64
Mobile PS 152 Assign Users To 64
Order Entry 153 Create 64
Order Entry Hide Costs 162 H
Order Entry Hide Prices 162 Home Directory Substition Keyword 31
Payroll 164 I
Payroll Hide Costs 165 IDO 17
Posting Out Of Current Period 166 IDO Methods, Running through Infor ERP Task
Project Adjustment Transaction 166 Manager 27
Project Cost Rollup 166 Infor ERP Task Manager
Project Entry 166 Configuring Additional DSNs 21
Project Estimating 166 Debug Mode 32
Project Labor Transaction 166 Error and Output File Names 20
Project Manager 166 Event Log 43
Project Material Transaction 166 Executing Stored Procedures 25
Projects 166 Keywords 25, 31
Projects Hide Costs 170 Nowait Keyword 33
Purchase Requisitions 171 Running Executables 26
Purchase Requisitions Approval 171 Running IDO Methods 27
Purchase Requisitions Hide Costs 171 Setting Up as Service 20
Purchasing 172 Intelligent Data Objects 17
Purchasing Hide Costs 176 Intranets
Return Material Authorizations 177 Polling Interval 19, 21
Return Material Authorizations Hide Costs 178 Use with Reports 21
Shop Floor Control 178 Intranets Form 44
Shop Floor Control Costs 184 Inventory Hide Prices Group 145
Shop Floor Control Hide Costs 184 Isolation Level, Substitution Keyword 31
Standard Forms 185 Item Maint - Rev Track Group 145

Index
K Online Help 9
Keywords, see Infor ERP Task Manager Key- Options Defaults 30
words Output Directory Path, Substitution Keyword 31
L Output Format 23
Labels not Displaying Properly 45 P
Launching Applications through Task Manager Passwords 67
20
Change 67
License Document 49
Polling Interval 19, 21
License Management 49
Populating An Empty Database 225
Apply a License 51
prerequisite knowledge 10
License Document 52
Prerequisites 10
License Management Form 51
Printer Name 23
Licensed Modules Form 55
Printer Name, Specifying for Reports or Users 23
Multi-Session Users 52
Printers, Configuring for Use with Task Manager
User Modules Form 55 21
M Process Defaults 32, 205
Maximum Concurrent Processes 21 ProcessErrorLog 27
Microsoft Event Viewer 43 R
Mobile Controller 151 Recover Locked Tokens 57, 204
Mobile Executive 151 Recovering After a System Crash 201, 229, 231
Mobile Salesperson 153 Report Options 23
Multiple Logins 56 Report Preview
Multi-Session Users 54 Default Format 22
Multi-Site 59 Troubleshooting 29
Non Transactional 59 Report URL 21
Transactional 59 Reports
Multi-Site Output File Names 20 Error and Output File Names 20
N Strings Table to Use 20
Nowait Keyword for Task Manager 33 requirements
O system 10
Object Authorization for Group 62 RunCrystal.exe
Object Authorizations For User 61 Placement on Server 20
Objects Database 15

Index
S T
Security Task Manager 19
Form-Level 61 Configuring Printers 21
User Event Messages 46
Middle-Tier IDO 61 Fields on Intranets Form 21
Server, Substitution Keyword 31 Installation 20
Session Management 57, 204 Maximum Concurrent Processes 21
Session Types 50 Path 21
Setting up an Audit Log 205 Polling Interval 21
Simple MAPI Protocol 22 See also Background Tasks
Sites/Entities Form 20, 45 Task Name
SMTP Protocol 22 Substitution Keyword 31
SQL Login, Substitution Keyword 31 Task Number
SQL Server 13 Substitution Keyword 31
Store Options 30 Taskman.exe
Stored Procedure, Executing through Task Man- Placement on Server 20
ager 19
Terminal Server 17
Stored Procedures 48
Description 17
Executing Through Infor ERP Task Manager
Timeout errors 222
25
Troubleshooting 43
Strings Table 20
Task Runs - No History Record 45
Troubleshooting 45
Used with Reports 20 U
Substitution Keywords 31 Unlock Functions and Journals 202
Substitution Keywords, see Infor ERP Task Man- Unlock Locked Functions 202
ager Keywords Unlock Locked Journals 203
Super User 65 User
Create 65 Assign To Group 65
support Assign To Primary Group 65
signing up for 11 Edit Group Authorizations 66
System Architecture 13 User ID
System Crash 201 Substitution Keyword 31
Recover After 201 User Information 67
system requirements 10 Users 63

Index
Register 63 W
Web Client 16

SyteLine 8.03 Admin Guide

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SyteLine 8.03 Admin Guide

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Infor SyteLine

System Administration Guide

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Chapter 1 System Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Chapter 2 Infor Framework TaskMan and Background Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Infor SyteLine - System Administration Guide | 3

Defining Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Chapter 3 License Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

4 | Infor SyteLine - System Administration Guide

Apply a License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Chapter 4 Multi-Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Chapter 5 Authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

Chapter 6 Recovering After a System Crash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201

Chapter 7 Setting up an Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Infor SyteLine - System Administration Guide | 5

Chapter 8 Improving Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Chapter 9 Populating An Empty Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225

Chapter 10 Database Name Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229

Chapter 11 Recommended Patch Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .231

6 | Infor SyteLine - System Administration Guide

From the View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234

Infor SyteLine - System Administration Guide | 7

8 | Infor SyteLine - System Administration Guide

The System Administration Guide contains background or supplemental information to answer

Additional Infor SyteLine Documentation

Infor SyteLine - System Administration Guide | 9

System Requirements and Prerequisite Knowledge

Planning Your Communication

10 | Infor SyteLine - System Administration Guide

Signing Up for Support

Infor SyteLine - System Administration Guide | 11

12 | Infor SyteLine - System Administration Guide

Infor SyteLine - System Administration Guide | 13

Maintaining the relationships between data in the database

14 | Infor SyteLine - System Administration Guide

Infor SyteLine - System Administration Guide | 15

End-User, Click Once, or Admin Client

16 | Infor SyteLine - System Administration Guide

Intelligent Data Objects (IDOs)

Windows Terminal Server

Infor SyteLine - System Administration Guide | 17

18 | Infor SyteLine - System Administration Guide

Polling the Application Database

Executing SQL Stored Procedures

Infor SyteLine - System Administration Guide | 19

Setup During Installation

20 | Infor SyteLine - System Administration Guide

Setup After Installation

Defining Report/TaskMan Settings on the Intranets Form

Infor SyteLine - System Administration Guide | 21

Setting up the Utility Server to Send E-mail Notifications

Enabling E-mail Attachments

Activating E-mail Notifications

Entering User E-mail Addresses

22 | Infor SyteLine - System Administration Guide

Defining Report Options

Defining Excluded Tasks

Creating Background Task Definitions

Infor SyteLine - System Administration Guide | 23

24 | Infor SyteLine - System Administration Guide

Running Stored Procedures, Executables, and IDO

Infor SyteLine - System Administration Guide | 25

26 | Infor SyteLine - System Administration Guide

Returning Error Information